Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Buy
3,169
+5
+0.2% +$396 0.12% 119
2025
Q1
$284K Sell
3,164
-105
-3% -$9.43K 0.16% 102
2024
Q4
$325K Sell
3,269
-49
-1% -$4.87K 0.15% 88
2024
Q3
$377K Sell
3,318
-566
-15% -$64.3K 0.2% 83
2024
Q2
$481K Sell
3,884
-104
-3% -$12.9K 0.27% 69
2024
Q1
$526K Sell
3,988
-621
-13% -$81.9K 0.29% 73
2023
Q4
$502K Sell
4,609
-171
-4% -$18.6K 0.31% 73
2023
Q3
$492K Buy
4,780
+83
+2% +$8.55K 0.43% 64
2023
Q2
$542K Sell
4,697
-353
-7% -$40.7K 0.38% 59
2023
Q1
$537K Buy
5,050
+50
+1% +$5.32K 0.46% 54
2022
Q4
$555K Buy
5,000
+86
+2% +$9.54K 0.46% 50
2022
Q3
$423K Buy
4,914
+268
+6% +$23.1K 0.45% 55
2022
Q2
$424K Buy
+4,646
New +$424K 0.33% 69
2021
Q3
$299K Buy
33,711
+29,321
+668% +$260K 0.2% 86
2021
Q2
$342K Buy
+4,390
New +$342K 0.21% 81
2020
Q4
$359K Sell
4,593
-276
-6% -$21.6K 0.3% 74
2020
Q3
$359K Hold
4,869
0.33% 75
2020
Q2
$359K Sell
4,869
-158
-3% -$11.7K 0.33% 75
2020
Q1
$387K Sell
5,027
-46,065
-90% -$3.55M 0.36% 64
2019
Q4
$411K Buy
+51,092
New +$411K 0.36% 62