Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59.1K Sell
2,415
-32
-1% -$783 0.01% 373
2025
Q1
$67.8K Buy
2,447
+171
+8% +$4.74K 0.01% 342
2024
Q4
$74.3K Buy
2,276
+17
+0.8% +$555 0.02% 317
2024
Q3
$81K Buy
+2,259
New +$81K 0.02% 302
2024
Q2
Sell
-1,886
Closed -$57K 427
2024
Q1
$57K Buy
1,886
+17
+0.9% +$514 0.02% 339
2023
Q4
$56.2K Buy
1,869
+25
+1% +$752 0.03% 309
2023
Q3
$47.4K Buy
1,844
+16
+0.9% +$411 0.02% 292
2023
Q2
$56.1K Sell
1,828
-334
-15% -$10.3K 0.03% 278
2023
Q1
$63.4K Buy
2,162
+18
+0.8% +$528 0.03% 275
2022
Q4
$57.6K Buy
2,144
+16
+0.8% +$430 0.03% 290
2022
Q3
$53K Sell
2,128
-208
-9% -$5.18K 0.03% 245
2022
Q2
$77K Buy
+2,336
New +$77K 0.05% 226
2022
Q1
Sell
-2,090
Closed -$79K 334
2021
Q4
$79K Buy
2,090
+12
+0.6% +$454 0.04% 230
2021
Q3
$57K Buy
2,078
+11
+0.5% +$302 0.03% 239
2021
Q2
$62K Buy
2,067
+11
+0.5% +$330 0.03% 235
2021
Q1
$65K Buy
2,056
+13
+0.6% +$411 0.04% 258
2020
Q4
$50K Buy
+2,043
New +$50K 0.03% 257
2020
Q2
Sell
-2,762
Closed -$47K 591
2020
Q1
$47K Buy
+2,762
New +$47K 0.06% 180
2019
Q4
Sell
-3,692
Closed -$70K 329
2019
Q3
$70K Buy
3,692
+12
+0.3% +$228 0.05% 213
2019
Q2
$77K Sell
3,680
-1,064
-22% -$22.3K 0.05% 213
2019
Q1
$92K Buy
+4,744
New +$92K 0.07% 170
2018
Q3
$233K Buy
9,023
+19
+0.2% +$491 0.11% 160
2018
Q2
$204K Buy
+9,004
New +$204K 0.13% 163