Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Buy
2,214
+229
+12% +$26.1K 0.01% 710
2025
Q1
$262K Sell
1,985
-3,929
-66% -$520K 0.01% 689
2024
Q4
$501K Buy
+5,914
New +$501K 0.03% 466
2024
Q2
Sell
-2,863
Closed -$207K 382
2024
Q1
$207K Buy
+2,863
New +$207K 0.11% 280
2023
Q4
Sell
-3,364
Closed -$292K 366
2023
Q3
$292K Buy
+3,364
New +$292K 0.16% 183
2021
Q3
Sell
-1,093
Closed -$248K 472
2021
Q2
$248K Buy
1,093
+194
+22% +$44K 0.04% 404
2021
Q1
$204K Sell
899
-23
-2% -$5.22K 0.04% 394
2020
Q4
$215K Buy
+922
New +$215K 0.05% 336
2020
Q2
Sell
-1,518
Closed -$295K 298
2020
Q1
$295K Sell
1,518
-353
-19% -$68.6K 0.16% 181
2019
Q4
$397K Sell
1,871
-33
-2% -$7K 0.16% 180
2019
Q3
$318K Buy
1,904
+50
+3% +$8.35K 0.2% 165
2019
Q2
$314K Buy
1,854
+489
+36% +$82.8K 0.2% 154
2019
Q1
$249K Sell
1,365
-200
-13% -$36.5K 0.19% 190
2018
Q4
$215K Sell
1,565
-1,008
-39% -$138K 0.21% 184
2018
Q3
$424K Buy
2,573
+1,075
+72% +$177K 0.31% 106
2018
Q2
$278K Sell
1,498
-17
-1% -$3.16K 0.24% 167
2018
Q1
$278K Buy
+1,515
New +$278K 0.27% 149