Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$102K Buy
464
+23
+5% +$5.05K 0.04% 35
2025
Q1
$83.9K Buy
441
+3
+0.7% +$571 0.03% 40
2024
Q4
$96.1K Buy
438
+9
+2% +$1.98K 0.04% 36
2024
Q3
$79.9K Sell
429
-9
-2% -$1.68K 0.03% 44
2024
Q2
$84.6K Buy
438
+73
+20% +$14.1K 0.04% 45
2024
Q1
$65.8K Sell
365
-140
-28% -$25.3K 0.03% 48
2023
Q4
$76.7K Buy
505
+10
+2% +$1.52K 0.03% 42
2023
Q3
$62.9K Buy
495
+10
+2% +$1.27K 0.04% 49
2023
Q2
$63.2K Hold
485
0.03% 49
2023
Q1
$50.1K Sell
485
-40
-8% -$4.13K 0.03% 48
2022
Q4
$44.1K Sell
525
-280
-35% -$23.5K 0.03% 51
2022
Q3
$91K Buy
805
+5
+0.6% +$565 0.05% 36
2022
Q2
$85K Buy
800
+160
+25% +$17K 0.05% 37
2022
Q1
$104K Buy
640
+140
+28% +$22.8K 0.06% 35
2021
Q4
$83K Buy
500
+80
+19% +$13.3K 0.05% 38
2021
Q3
$69K Buy
420
+40
+11% +$6.57K 0.04% 38
2021
Q2
$65K Hold
380
0.04% 36
2021
Q1
$59K Hold
380
0.04% 34
2020
Q4
$62K Hold
380
0.05% 36
2020
Q3
$60K Hold
380
0.05% 34
2020
Q2
$56K Hold
380
0.04% 41
2020
Q1
$37K Buy
+380
New +$37K 0.03% 41