Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Sell
890
-15
-2% -$4.35K 0.07% 118
2025
Q1
$273K Buy
905
+38
+4% +$11.5K 0.08% 107
2024
Q4
$240K Buy
867
+43
+5% +$11.9K 0.07% 116
2024
Q3
$238K Buy
824
+23
+3% +$6.63K 0.07% 119
2024
Q2
$204K Sell
801
-38
-5% -$9.69K 0.05% 121
2024
Q1
$217K Buy
+839
New +$217K 0.05% 116
2022
Q3
Sell
-1,138
Closed -$224K 123
2022
Q2
$224K Sell
1,138
-88
-7% -$17.3K 0.04% 138
2022
Q1
$262K Sell
1,226
-20
-2% -$4.27K 0.04% 168
2021
Q4
$241K Sell
1,246
-122
-9% -$23.6K 0.03% 180
2021
Q3
$237K Sell
1,368
-151
-10% -$26.2K 0.03% 184
2021
Q2
$241K Buy
1,519
+58
+4% +$9.2K 0.04% 186
2021
Q1
$231K Sell
1,461
-66
-4% -$10.4K 0.04% 184
2020
Q4
$235K Buy
+1,527
New +$235K 0.04% 172
2020
Q3
Sell
-1,817
Closed -$230K 97
2020
Q2
$230K Buy
+1,817
New +$230K 0.09% 92