Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Sell
925
-320
-26% -$70K 0.13% 83
2025
Q1
$174K Buy
1,245
+70
+6% +$9.79K 0.13% 83
2024
Q4
$196K Sell
1,175
-195
-14% -$32.5K 0.14% 79
2024
Q3
$233K Sell
1,370
-160
-10% -$27.3K 0.15% 77
2024
Q2
$216K Sell
1,530
-35
-2% -$4.94K 0.15% 79
2024
Q1
$197K Hold
1,565
0.14% 89
2023
Q4
$165K Sell
1,565
-125
-7% -$13.2K 0.12% 91
2023
Q3
$179K Sell
1,690
-15
-0.9% -$1.59K 0.14% 84
2023
Q2
$203K Hold
1,705
0.15% 82
2023
Q1
$158K Hold
1,705
0.12% 85
2022
Q4
$139K Hold
1,705
0.1% 89
2022
Q3
$104K Sell
1,705
-185
-10% -$11.3K 0.08% 86
2022
Q2
$132K Buy
1,890
+50
+3% +$3.49K 0.09% 92
2022
Q1
$152K Buy
1,840
+245
+15% +$20.2K 0.09% 91
2021
Q4
$139K Buy
1,595
+430
+37% +$37.5K 0.08% 93
2021
Q3
$102K Sell
1,165
-200
-15% -$17.5K 0.06% 101
2021
Q2
$106K Hold
1,365
0.06% 103
2021
Q1
$96K Hold
1,365
0.06% 112
2020
Q4
$88K Buy
+1,365
New +$88K 0.06% 113