Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$898K Sell
1,614
-72
-4% -$40.1K 0.01% 654
2025
Q1
$963K Sell
1,686
-102
-6% -$58.3K 0.01% 624
2024
Q4
$1.25M Sell
1,788
-12
-0.7% -$8.36K 0.02% 550
2024
Q3
$957K Sell
1,800
-29
-2% -$15.4K 0.01% 622
2024
Q2
$1.08M Sell
1,829
-126
-6% -$74.3K 0.02% 570
2024
Q1
$1.22M Buy
1,955
+61
+3% +$38.2K 0.02% 526
2023
Q4
$1.1M Sell
1,894
-66
-3% -$38.3K 0.02% 516
2023
Q3
$965K Buy
1,960
+28
+1% +$13.8K 0.02% 523
2023
Q2
$1.03M Sell
1,932
-87
-4% -$46.3K 0.02% 545
2023
Q1
$866K Buy
2,019
+112
+6% +$48K 0.02% 566
2022
Q4
$551K Sell
1,907
-73
-4% -$21.1K 0.01% 662
2022
Q3
$535K Sell
1,980
-393
-17% -$106K 0.01% 686
2022
Q2
$713K Buy
2,373
+314
+15% +$94.3K 0.01% 614
2022
Q1
$978K Buy
2,059
+5
+0.2% +$2.38K 0.02% 599
2021
Q4
$1.35M Sell
2,054
-156
-7% -$103K 0.02% 542
2021
Q3
$1.49M Buy
2,210
+1,210
+121% +$818K 0.02% 526
2021
Q2
$583K Hold
1,000
0.01% 824
2021
Q1
$454K Hold
1,000
0.01% 874
2020
Q4
$396K Hold
1,000
0.01% 841
2020
Q3
$292K Sell
1,000
-1,156
-54% -$338K 0.01% 883
2020
Q2
$484K Sell
2,156
-298
-12% -$66.9K 0.01% 707
2020
Q1
$327K Buy
+2,454
New +$327K 0.01% 752