Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$783K Buy
2,206
+3
+0.1% +$1.07K 0.27% 38
2025
Q1
$772K Sell
2,203
-9
-0.4% -$3.15K 0.3% 34
2024
Q4
$699K Buy
2,212
+139
+7% +$43.9K 0.27% 37
2024
Q3
$570K Hold
2,073
0.21% 45
2024
Q2
$544K Hold
2,073
0.22% 46
2024
Q1
$579K Sell
2,073
-10
-0.5% -$2.79K 0.24% 46
2023
Q4
$542K Buy
2,083
+22
+1% +$5.73K 0.24% 45
2023
Q3
$474K Sell
2,061
-39
-2% -$8.97K 0.23% 48
2023
Q2
$499K Buy
2,100
+122
+6% +$29K 0.24% 48
2023
Q1
$446K Buy
1,978
+1
+0.1% +$225 0.24% 47
2022
Q4
$411K Buy
1,977
+60
+3% +$12.5K 0.24% 44
2022
Q3
$341K Sell
1,917
-2
-0.1% -$356 0.22% 47
2022
Q2
$378K Buy
1,919
+10
+0.5% +$1.97K 0.23% 46
2022
Q1
$423K Sell
1,909
-10
-0.5% -$2.22K 0.23% 47
2021
Q4
$416K Buy
1,919
+2
+0.1% +$434 0.22% 53
2021
Q3
$427K Buy
1,917
+95
+5% +$21.2K 0.24% 51
2021
Q2
$426K Hold
1,822
0.25% 49
2021
Q1
$386K Sell
1,822
-49
-3% -$10.4K 0.24% 47
2020
Q4
$409K Buy
+1,871
New +$409K 0.28% 47