Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390K Buy
7,488
+1,290
+21% +$67.2K 0.01% 778
2025
Q1
$454K Buy
6,198
+15
+0.2% +$1.1K 0.02% 714
2024
Q4
$464K Sell
6,183
-7
-0.1% -$525 0.02% 707
2024
Q3
$489K Hold
6,190
0.02% 710
2024
Q2
$459K Hold
6,190
0.02% 689
2024
Q1
$532K Sell
6,190
-1,685
-21% -$145K 0.02% 634
2023
Q4
$580K Sell
7,875
-103
-1% -$7.59K 0.02% 611
2023
Q3
$592K Hold
7,978
0.02% 565
2023
Q2
$597K Hold
7,978
0.02% 565
2023
Q1
$544K Sell
7,978
-44
-0.5% -$3K 0.02% 613
2022
Q4
$515K Hold
8,022
0.02% 648
2022
Q3
$468K Buy
8,022
+94
+1% +$5.48K 0.02% 696
2022
Q2
$431K Buy
7,928
+2,539
+47% +$138K 0.02% 719
2022
Q1
$328K Buy
5,389
+1,186
+28% +$72.2K 0.01% 785
2021
Q4
$321K Sell
4,203
-537
-11% -$41K 0.01% 742
2021
Q3
$335K Sell
4,740
-645
-12% -$45.6K 0.01% 691
2021
Q2
$376K Sell
5,385
-893
-14% -$62.4K 0.01% 701
2021
Q1
$443K Sell
6,278
-147
-2% -$10.4K 0.02% 637
2020
Q4
$455K Sell
6,425
-1,927
-23% -$136K 0.02% 566
2020
Q3
$533K Buy
8,352
+834
+11% +$53.2K 0.02% 485
2020
Q2
$426K Sell
7,518
-43
-0.6% -$2.44K 0.02% 456
2020
Q1
$349K Buy
7,561
+1,438
+23% +$66.4K 0.02% 481
2019
Q4
$391K Buy
+6,123
New +$391K 0.02% 542