Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Sell
3,663
-72
-2% -$7.08K ﹤0.01% 1068
2025
Q1
$346K Sell
3,735
-614
-14% -$56.9K ﹤0.01% 1049
2024
Q4
$395K Buy
4,349
+148
+4% +$13.4K ﹤0.01% 1027
2024
Q3
$405K Buy
4,201
+49
+1% +$4.73K ﹤0.01% 1003
2024
Q2
$381K Sell
4,152
-988
-19% -$90.7K ﹤0.01% 984
2024
Q1
$474K Buy
5,140
+686
+15% +$63.2K 0.01% 956
2023
Q4
$423K Buy
4,454
+378
+9% +$35.9K 0.01% 986
2023
Q3
$381K Buy
4,076
+125
+3% +$11.7K 0.01% 979
2023
Q2
$361K Sell
3,951
-349
-8% -$31.9K ﹤0.01% 999
2023
Q1
$316K Buy
4,300
+43
+1% +$3.16K ﹤0.01% 1031
2022
Q4
$356K Buy
4,257
+448
+12% +$37.4K 0.01% 1000
2022
Q3
$369K Sell
3,809
-68
-2% -$6.59K 0.01% 941
2022
Q2
$408K Sell
3,877
-2,593
-40% -$273K 0.01% 935
2022
Q1
$1.12M Sell
6,470
-25
-0.4% -$4.31K 0.02% 553
2021
Q4
$1.05M Sell
6,495
-86
-1% -$13.9K 0.02% 587
2021
Q3
$981K Sell
6,581
-95
-1% -$14.2K 0.02% 566
2021
Q2
$1.64M Sell
6,676
-71
-1% -$17.4K 0.03% 413
2021
Q1
$1.79M Hold
6,747
0.04% 339
2020
Q4
$1.98M Buy
6,747
+32
+0.5% +$9.39K 0.04% 320
2020
Q3
$1.59M Buy
6,715
+537
+9% +$127K 0.04% 328
2020
Q2
$1.23M Buy
+6,178
New +$1.23M 0.03% 346