Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Sell
856
-102
-11% -$30.1K 0.06% 120
2025
Q1
$238K Sell
958
-31
-3% -$7.71K 0.07% 119
2024
Q4
$217K Buy
989
+29
+3% +$6.38K 0.06% 124
2024
Q3
$212K Buy
+960
New +$212K 0.06% 125
2023
Q1
Sell
-1,497
Closed -$210K 111
2022
Q4
$210K Buy
+1,497
New +$210K 0.05% 110
2022
Q3
Sell
-2,982
Closed -$421K 131
2022
Q2
$421K Sell
2,982
-2,243
-43% -$317K 0.08% 96
2022
Q1
$679K Buy
5,225
+660
+14% +$85.8K 0.09% 89
2021
Q4
$610K Sell
4,565
-355
-7% -$47.4K 0.08% 104
2021
Q3
$654K Sell
4,920
-4,019
-45% -$534K 0.09% 91
2021
Q2
$1.25M Sell
8,939
-179
-2% -$25.1K 0.19% 63
2021
Q1
$1.16M Sell
9,118
-385
-4% -$49K 0.19% 61
2020
Q4
$1.14M Buy
9,503
+6,796
+251% +$818K 0.2% 58
2020
Q3
$314K Sell
2,707
-437
-14% -$50.7K 0.12% 67
2020
Q2
$363K Buy
+3,144
New +$363K 0.14% 60