Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$478K Sell
5,578
-101
-2% -$8.66K ﹤0.01% 972
2025
Q1
$520K Buy
5,679
+28
+0.5% +$2.56K 0.01% 920
2024
Q4
$522K Buy
5,651
+228
+4% +$21.1K ﹤0.01% 939
2024
Q3
$553K Sell
5,423
-29
-0.5% -$2.96K 0.01% 908
2024
Q2
$564K Sell
5,452
-372
-6% -$38.5K 0.01% 874
2024
Q1
$550K Sell
5,824
-68
-1% -$6.42K 0.01% 925
2023
Q4
$595K Sell
5,892
-28
-0.5% -$2.83K 0.01% 867
2023
Q3
$560K Sell
5,920
-91
-2% -$8.62K 0.01% 842
2023
Q2
$652K Sell
6,011
-368
-6% -$39.9K 0.01% 806
2023
Q1
$554K Buy
6,379
+64
+1% +$5.56K 0.01% 888
2022
Q4
$466K Sell
6,315
-19
-0.3% -$1.4K 0.01% 921
2022
Q3
$368K Sell
6,334
-109
-2% -$6.33K 0.01% 943
2022
Q2
$380K Buy
6,443
+396
+7% +$23.4K 0.01% 950
2022
Q1
$451K Sell
6,047
-220
-4% -$16.4K 0.01% 931
2021
Q4
$495K Sell
6,267
-107
-2% -$8.45K 0.01% 903
2021
Q3
$474K Sell
6,374
-401
-6% -$29.8K 0.01% 913
2021
Q2
$662K Buy
6,775
+2,064
+44% +$202K 0.01% 779
2021
Q1
$428K Sell
4,711
-934
-17% -$84.9K 0.01% 847
2020
Q4
$469K Sell
5,645
-36
-0.6% -$2.99K 0.01% 776
2020
Q3
$381K Sell
5,681
-82
-1% -$5.5K 0.01% 768
2020
Q2
$371K Buy
+5,763
New +$371K 0.01% 749