Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
757
-136
-15% -$40.9K 0.08% 169
2025
Q1
$241K Hold
893
0.08% 163
2024
Q4
$220K Hold
893
0.07% 178
2024
Q3
$202K Sell
893
-165
-16% -$37.3K 0.06% 194
2024
Q2
$211K Sell
1,058
-125
-11% -$24.9K 0.06% 195
2024
Q1
$232K Sell
1,183
-491
-29% -$96.3K 0.07% 205
2023
Q4
$259K Sell
1,674
-692
-29% -$107K 0.08% 214
2023
Q3
$304K Hold
2,366
0.11% 201
2023
Q2
$324K Sell
2,366
-83
-3% -$11.4K 0.12% 196
2023
Q1
$309K Sell
2,449
-90
-4% -$11.4K 0.11% 207
2022
Q4
$262K Sell
2,539
-50
-2% -$5.16K 0.1% 203
2022
Q3
$210K Sell
2,589
-46
-2% -$3.73K 0.09% 220
2022
Q2
$239K Sell
2,635
-40
-1% -$3.63K 0.1% 211
2022
Q1
$296K Sell
2,675
-81
-3% -$8.96K 0.11% 200
2021
Q4
$386K Buy
2,756
+74
+3% +$10.4K 0.14% 169
2021
Q3
$365K Sell
2,682
-62
-2% -$8.44K 0.15% 171
2021
Q2
$386K Sell
2,744
-917
-25% -$129K 0.16% 165
2021
Q1
$460K Sell
3,661
-1,470
-29% -$185K 0.24% 140
2020
Q4
$669K Buy
5,131
+502
+11% +$65.5K 0.4% 91
2020
Q3
$721K Buy
4,629
+178
+4% +$27.7K 0.54% 62
2020
Q2
$623K Buy
4,451
+91
+2% +$12.7K 0.49% 70
2020
Q1
$482K Buy
4,360
+300
+7% +$33.2K 0.5% 66
2019
Q4
$544K Buy
4,060
+343
+9% +$46K 0.41% 77
2019
Q3
$438K Sell
3,717
-97
-3% -$11.4K 0.36% 93
2019
Q2
$522K Buy
3,814
+38
+1% +$5.2K 0.44% 72
2019
Q1
$417K Buy
3,776
+269
+8% +$29.7K 0.38% 86
2018
Q4
$349K Buy
+3,507
New +$349K 0.39% 92