Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$194K Sell
41,812
-2,079
-5% -$9.67K ﹤0.01% 1336
2025
Q1
$240K Buy
43,891
+546
+1% +$2.99K ﹤0.01% 1193
2024
Q4
$302K Buy
43,345
+3,371
+8% +$23.5K ﹤0.01% 1128
2024
Q3
$375K Sell
39,974
-328
-0.8% -$3.08K ﹤0.01% 1021
2024
Q2
$404K Sell
40,302
-4,471
-10% -$44.8K ﹤0.01% 969
2024
Q1
$535K Sell
44,773
-147
-0.3% -$1.76K 0.01% 929
2023
Q4
$558K Buy
44,920
+2,105
+5% +$26.1K 0.01% 897
2023
Q3
$470K Sell
42,815
-1,466
-3% -$16.1K 0.01% 914
2023
Q2
$544K Sell
44,281
-3,701
-8% -$45.5K 0.01% 875
2023
Q1
$579K Buy
47,982
+224
+0.5% +$2.7K 0.01% 870
2022
Q4
$409K Buy
47,758
+5,453
+13% +$46.7K 0.01% 953
2022
Q3
$267K Buy
42,305
+1,444
+4% +$9.11K 0.01% 1024
2022
Q2
$327K Buy
40,861
+2,946
+8% +$23.6K 0.01% 989
2022
Q1
$341K Buy
37,915
+508
+1% +$4.57K 0.01% 1006
2021
Q4
$393K Sell
37,407
-189
-0.5% -$1.99K 0.01% 985
2021
Q3
$296K Buy
37,596
+4,476
+14% +$35.2K 0.01% 1043
2021
Q2
$309K Buy
33,120
+3,135
+10% +$29.2K 0.01% 1067
2021
Q1
$270K Buy
29,985
+240
+0.8% +$2.16K 0.01% 982
2020
Q4
$209K Sell
29,745
-146
-0.5% -$1.03K ﹤0.01% 1030
2020
Q3
$81K Buy
29,891
+16,710
+127% +$45.3K ﹤0.01% 1009
2020
Q2
$59K Buy
+13,181
New +$59K ﹤0.01% 1020