Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$125K Buy
4,176
+10
+0.2% +$299 0.02% 208
2025
Q1
$141K Buy
4,166
+651
+19% +$22K 0.03% 181
2024
Q4
$104K Hold
3,515
0.02% 209
2024
Q3
$110K Buy
3,515
+37
+1% +$1.16K 0.02% 202
2024
Q2
$126K Buy
3,478
+29
+0.8% +$1.05K 0.03% 175
2024
Q1
$130K Sell
3,449
-246
-7% -$9.27K 0.03% 171
2023
Q4
$131K Sell
3,695
-160
-4% -$5.67K 0.04% 173
2023
Q3
$149K Buy
3,855
+27
+0.7% +$1.04K 0.05% 161
2023
Q2
$135K Buy
3,828
+13
+0.3% +$458 0.05% 158
2023
Q1
$145K Buy
3,815
+24
+0.6% +$912 0.05% 154
2022
Q4
$132K Buy
3,791
+26
+0.7% +$905 0.05% 165
2022
Q3
$107K Buy
3,765
+29
+0.8% +$824 0.05% 165
2022
Q2
$106K Buy
3,736
+440
+13% +$12.5K 0.05% 175
2022
Q1
$97K Buy
3,296
+674
+26% +$19.8K 0.04% 207
2021
Q4
$70K Buy
2,622
+51
+2% +$1.36K 0.02% 266
2021
Q3
$70K Buy
2,571
+27
+1% +$735 0.03% 274
2021
Q2
$67K Buy
2,544
+25
+1% +$658 0.03% 278
2021
Q1
$61K Buy
2,519
+26
+1% +$630 0.03% 244
2020
Q4
$51K Sell
2,493
-80
-3% -$1.64K 0.03% 248
2020
Q3
$45K Buy
2,573
+36
+1% +$630 0.03% 238
2020
Q2
$59K Buy
2,537
+1,227
+94% +$28.5K 0.04% 201
2020
Q1
$32K Buy
1,310
+1,110
+555% +$27.1K 0.03% 244
2019
Q4
$8K Hold
200
0.01% 451
2019
Q3
$8K Sell
200
-3
-1% -$120 0.01% 437
2019
Q2
$8K Sell
203
-41
-17% -$1.62K 0.01% 431
2019
Q1
$10K Buy
+244
New +$10K 0.01% 388