Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$540K Sell
6,053
-319
-5% -$28.5K ﹤0.01% 919
2025
Q1
$549K Buy
6,372
+128
+2% +$11K 0.01% 903
2024
Q4
$579K Buy
6,244
+223
+4% +$20.7K 0.01% 909
2024
Q3
$696K Sell
6,021
-14
-0.2% -$1.62K 0.01% 826
2024
Q2
$618K Sell
6,035
-429
-7% -$43.9K 0.01% 842
2024
Q1
$597K Sell
6,464
-117
-2% -$10.8K 0.01% 894
2023
Q4
$579K Sell
6,581
-79
-1% -$6.95K 0.01% 877
2023
Q3
$484K Sell
6,660
-109
-2% -$7.92K 0.01% 902
2023
Q2
$459K Sell
6,769
-420
-6% -$28.5K 0.01% 938
2023
Q1
$480K Buy
7,189
+62
+0.9% +$4.14K 0.01% 925
2022
Q4
$383K Sell
7,127
-192
-3% -$10.3K 0.01% 977
2022
Q3
$355K Buy
7,319
+79
+1% +$3.83K 0.01% 955
2022
Q2
$440K Buy
7,240
+76
+1% +$4.62K 0.01% 905
2022
Q1
$487K Sell
7,164
-84
-1% -$5.71K 0.01% 903
2021
Q4
$475K Sell
7,248
-195
-3% -$12.8K 0.01% 918
2021
Q3
$471K Sell
7,443
-369
-5% -$23.4K 0.01% 915
2021
Q2
$600K Buy
7,812
+2,354
+43% +$181K 0.01% 828
2021
Q1
$432K Sell
5,458
-1,123
-17% -$88.9K 0.01% 843
2020
Q4
$474K Sell
6,581
-150
-2% -$10.8K 0.01% 768
2020
Q3
$277K Sell
6,731
-176
-3% -$7.24K 0.01% 886
2020
Q2
$314K Buy
+6,907
New +$314K 0.01% 814