Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.2K Hold
1,044
0.01% 278
2025
Q1
$35.3K Sell
1,044
-604
-37% -$20.4K 0.01% 259
2024
Q4
$48.7K Sell
1,648
-512
-24% -$15.1K 0.02% 244
2024
Q3
$67.8K Hold
2,160
0.03% 219
2024
Q2
$77.9K Sell
2,160
-117
-5% -$4.22K 0.03% 199
2024
Q1
$85.8K Hold
2,277
0.04% 192
2023
Q4
$79.6K Buy
2,277
+253
+13% +$8.85K 0.03% 193
2023
Q3
$78.4K Buy
2,024
+226
+13% +$8.75K 0.04% 180
2023
Q2
$67K Sell
1,798
-60
-3% -$2.24K 0.03% 192
2023
Q1
$70.5K Sell
1,858
-15
-0.8% -$569 0.04% 186
2022
Q4
$65.4K Sell
1,873
-67
-3% -$2.34K 0.03% 185
2022
Q3
$55K Buy
1,940
+100
+5% +$2.84K 0.03% 187
2022
Q2
$52K Sell
1,840
-50
-3% -$1.41K 0.03% 188
2022
Q1
$56K Sell
1,890
-480
-20% -$14.2K 0.03% 190
2021
Q4
$63K Sell
2,370
-380
-14% -$10.1K 0.03% 178
2021
Q3
$79K Hold
2,750
0.04% 166
2021
Q2
$73K Hold
2,750
0.04% 162
2021
Q1
$67K Hold
2,750
0.04% 163
2020
Q4
$61K Buy
2,750
+70
+3% +$1.55K 0.04% 157
2020
Q3
$47K Sell
2,680
-648
-19% -$11.4K 0.03% 162
2020
Q2
$73K Sell
3,328
-2,341
-41% -$51.4K 0.05% 148
2020
Q1
$138K Buy
5,669
+1,080
+24% +$26.3K 0.11% 94
2019
Q4
$166K Buy
4,589
+1,396
+44% +$50.5K 0.11% 101
2019
Q3
$121K Buy
3,193
+129
+4% +$4.89K 0.09% 126
2019
Q2
$126K Hold
3,064
0.09% 125
2019
Q1
$132K Buy
3,064
+69
+2% +$2.97K 0.09% 115
2018
Q4
$110K Buy
2,995
+227
+8% +$8.34K 0.09% 117
2018
Q3
$122K Buy
2,768
+45
+2% +$1.98K 0.08% 118
2018
Q2
$117K Buy
2,723
+18
+0.7% +$773 0.08% 118
2018
Q1
$112K Buy
2,705
+448
+20% +$18.5K 0.08% 120
2017
Q4
$87K Buy
2,257
+5
+0.2% +$193 0.06% 135
2017
Q3
$78K Sell
2,252
-39
-2% -$1.35K 0.06% 137
2017
Q2
$70K Buy
2,291
+151
+7% +$4.61K 0.06% 143
2017
Q1
$64K Buy
2,140
+102
+5% +$3.05K 0.04% 149
2016
Q4
$65K Sell
2,038
-328
-14% -$10.5K 0.05% 148
2016
Q3
$70K Buy
2,366
+113
+5% +$3.34K 0.05% 145
2016
Q2
$67K Buy
2,253
+476
+27% +$14.2K 0.05% 156
2016
Q1
$45K Hold
1,777
0.03% 163
2015
Q4
$48K Hold
1,777
0.04% 158
2015
Q3
$46K Hold
1,777
0.04% 160
2015
Q2
$60K Buy
1,777
+292
+20% +$9.86K 0.04% 146
2015
Q1
$48K Buy
1,485
+603
+68% +$19.5K 0.04% 165
2014
Q4
$28K Sell
882
-13
-1% -$413 0.02% 194
2014
Q3
$32K Hold
895
0.02% 181
2014
Q2
$39K Hold
895
0.03% 157
2014
Q1
$35K Buy
895
+528
+144% +$20.6K 0.03% 154
2013
Q4
$15K Hold
367
0.01% 202
2013
Q3
$13K Hold
367
0.01% 207
2013
Q2
$13K Buy
+367
New +$13K 0.01% 198