Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$339K Sell
3,574
-17
-0.5% -$1.62K 0.01% 531
2025
Q1
$317K Buy
3,591
+255
+8% +$22.5K 0.01% 518
2024
Q4
$316K Sell
3,336
-90
-3% -$8.52K 0.01% 526
2024
Q3
$374K Buy
3,426
+1,331
+64% +$145K 0.01% 491
2024
Q2
$239K Sell
2,095
-173
-8% -$19.8K 0.01% 542
2024
Q1
$329K Buy
2,268
+102
+5% +$14.8K 0.01% 507
2023
Q4
$306K Sell
2,166
-1,005
-32% -$142K 0.01% 491
2023
Q3
$426K Sell
3,171
-43
-1% -$5.77K 0.02% 438
2023
Q2
$461K Buy
3,214
+99
+3% +$14.2K 0.02% 451
2023
Q1
$435K Buy
3,115
+966
+45% +$135K 0.02% 446
2022
Q4
$267K Sell
2,149
-1,944
-47% -$241K 0.01% 506
2022
Q3
$490K Buy
4,093
+1,399
+52% +$167K 0.03% 406
2022
Q2
$339K Buy
2,694
+591
+28% +$74.4K 0.02% 461
2022
Q1
$300K Buy
2,103
+85
+4% +$12.1K 0.01% 493
2021
Q4
$369K Sell
2,018
-1,636
-45% -$299K 0.02% 464
2021
Q3
$572K Sell
3,654
-30
-0.8% -$4.69K 0.02% 389
2021
Q2
$646K Buy
3,684
+90
+3% +$15.8K 0.03% 380
2021
Q1
$651K Buy
3,594
+2,007
+126% +$364K 0.03% 357
2020
Q4
$252K Sell
1,587
-136
-8% -$21.6K 0.01% 458
2020
Q3
$188K Buy
1,723
+96
+6% +$10.5K 0.01% 462
2020
Q2
$177K Buy
1,627
+1,018
+167% +$111K 0.01% 464
2020
Q1
$49.5K Buy
609
+596
+4,585% +$48.4K ﹤0.01% 579
2019
Q4
$1.78K Buy
+13
New +$1.78K ﹤0.01% 918