Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Sell
722
-6
-0.8% -$2.14K 0.01% 501
2025
Q1
$291K Buy
728
+1
+0.1% +$399 0.01% 465
2024
Q4
$261K Hold
727
0.01% 475
2024
Q3
$252K Sell
727
-123
-14% -$42.6K 0.01% 484
2024
Q2
$250K Hold
850
0.01% 484
2024
Q1
$284K Buy
850
+17
+2% +$5.68K 0.01% 453
2023
Q4
$243K Buy
833
+65
+8% +$18.9K 0.01% 452
2023
Q3
$249K Sell
768
-106
-12% -$34.4K 0.02% 434
2023
Q2
$302K Buy
874
+34
+4% +$11.7K 0.02% 418
2023
Q1
$265K Buy
840
+30
+4% +$9.46K 0.02% 430
2022
Q4
$243K Sell
810
-1
-0.1% -$300 0.02% 418
2022
Q3
$217K Hold
811
0.02% 421
2022
Q2
$219K Sell
811
-14
-2% -$3.78K 0.02% 428
2022
Q1
$268K Sell
825
-19
-2% -$6.17K 0.02% 425
2021
Q4
$253K Sell
844
-14
-2% -$4.2K 0.02% 448
2021
Q3
$245K Buy
858
+6
+0.7% +$1.71K 0.02% 446
2021
Q2
$203K Buy
+852
New +$203K 0.02% 474