Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60K Buy
12,124
+250
+2% +$1.24K 0.03% 171
2025
Q1
$51.2K Buy
11,874
+206
+2% +$888 0.03% 172
2024
Q4
$49.9K Sell
11,668
-2,372
-17% -$10.1K 0.03% 198
2024
Q3
$84.9K Sell
14,040
-245
-2% -$1.48K 0.05% 196
2024
Q2
$82.6K Buy
14,285
+430
+3% +$2.49K 0.05% 157
2024
Q1
$89.3K Sell
13,855
-4,838
-26% -$31.2K 0.05% 159
2023
Q4
$86.7K Buy
18,693
+1,750
+10% +$8.11K 0.05% 155
2023
Q3
$81.3K Buy
16,943
+10,629
+168% +$51K 0.05% 152
2023
Q2
$40.5K Buy
6,314
+128
+2% +$821 0.02% 162
2023
Q1
$50.5K Buy
6,186
+479
+8% +$3.91K 0.03% 191
2022
Q4
$42.9K Sell
5,707
-334
-6% -$2.51K 0.03% 148
2022
Q3
$38K Buy
6,041
+188
+3% +$1.18K 0.03% 149
2022
Q2
$58K Sell
5,853
-333
-5% -$3.3K 0.04% 147
2022
Q1
$102K Buy
6,186
+917
+17% +$15.1K 0.06% 153
2021
Q4
$62K Sell
5,269
-878
-14% -$10.3K 0.04% 164
2021
Q3
$130K Buy
6,147
+205
+3% +$4.34K 0.08% 137
2021
Q2
$188K Sell
5,942
-115
-2% -$3.64K 0.13% 139
2021
Q1
$231K Buy
6,057
+51
+0.8% +$1.95K 0.17% 130
2020
Q4
$340K Sell
6,006
-133
-2% -$7.53K 0.27% 113
2020
Q3
$517K Buy
6,139
+570
+10% +$48K 0.48% 73
2020
Q2
$394K Sell
5,569
-107
-2% -$7.57K 0.39% 88
2020
Q1
$167K Buy
5,676
+668
+13% +$19.6K 0.2% 116
2019
Q4
$158K Buy
+5,008
New +$158K 0.15% 127