Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
3,337
+478
+17% +$32.1K ﹤0.01% 572
2025
Q1
$210K Sell
2,859
-591
-17% -$43.5K ﹤0.01% 568
2024
Q4
$296K Sell
3,450
-42
-1% -$3.6K ﹤0.01% 492
2024
Q3
$361K Sell
3,492
-285
-8% -$29.4K 0.01% 463
2024
Q2
$318K Sell
3,777
-518
-12% -$43.7K 0.01% 469
2024
Q1
$352K Buy
4,295
+456
+12% +$37.4K 0.01% 460
2023
Q4
$301K Buy
3,839
+148
+4% +$11.6K ﹤0.01% 493
2023
Q3
$256K Buy
3,691
+665
+22% +$46.2K ﹤0.01% 513
2023
Q2
$248K Buy
3,026
+585
+24% +$47.9K ﹤0.01% 532
2023
Q1
$191K Buy
2,441
+72
+3% +$5.64K ﹤0.01% 579
2022
Q4
$190K Sell
2,369
-178
-7% -$14.3K ﹤0.01% 594
2022
Q3
$161K Sell
2,547
-513
-17% -$32.4K ﹤0.01% 633
2022
Q2
$200K Sell
3,060
-211
-6% -$13.8K ﹤0.01% 625
2022
Q1
$298K Sell
3,271
-596
-15% -$54.3K ﹤0.01% 575
2021
Q4
$393K Buy
3,867
+1,403
+57% +$143K 0.01% 516
2021
Q3
$260K Sell
2,464
-32
-1% -$3.38K 0.01% 334
2021
Q2
$287K Buy
2,496
+6
+0.2% +$690 0.01% 322
2021
Q1
$286K Buy
2,490
+15
+0.6% +$1.72K 0.01% 316
2020
Q4
$247K Buy
+2,475
New +$247K 0.01% 322