Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
13,902
-2,018
-13% -$39.3K ﹤0.01% 1179
2025
Q1
$205K Sell
15,920
-72
-0.5% -$926 ﹤0.01% 1261
2024
Q4
$276K Buy
15,992
+2,331
+17% +$40.2K ﹤0.01% 1159
2024
Q3
$308K Buy
13,661
+1,436
+12% +$32.4K ﹤0.01% 1083
2024
Q2
$302K Sell
12,225
-2,930
-19% -$72.4K ﹤0.01% 1058
2024
Q1
$499K Sell
15,155
-359
-2% -$11.8K 0.01% 943
2023
Q4
$564K Buy
15,514
+78
+0.5% +$2.84K 0.01% 890
2023
Q3
$567K Sell
15,436
-365
-2% -$13.4K 0.01% 838
2023
Q2
$605K Buy
15,801
+614
+4% +$23.5K 0.01% 831
2023
Q1
$622K Buy
15,187
+378
+3% +$15.5K 0.01% 840
2022
Q4
$514K Sell
14,809
-13
-0.1% -$451 0.01% 889
2022
Q3
$411K Buy
14,822
+160
+1% +$4.44K 0.01% 907
2022
Q2
$434K Buy
14,662
+773
+6% +$22.9K 0.01% 910
2022
Q1
$566K Sell
13,889
-44
-0.3% -$1.79K 0.01% 840
2021
Q4
$667K Sell
13,933
-222
-2% -$10.6K 0.01% 785
2021
Q3
$587K Sell
14,155
-723
-5% -$30K 0.01% 812
2021
Q2
$672K Buy
14,878
+4,477
+43% +$202K 0.01% 776
2021
Q1
$460K Sell
10,401
-1,941
-16% -$85.8K 0.01% 813
2020
Q4
$429K Sell
12,342
-53
-0.4% -$1.84K 0.01% 811
2020
Q3
$215K Buy
12,395
+540
+5% +$9.37K 0.01% 960
2020
Q2
$195K Buy
+11,855
New +$195K 0.01% 976