Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.1K Sell
944
-47
-5% -$1.15K ﹤0.01% 1207
2025
Q1
$27.4K Buy
991
+141
+17% +$3.9K ﹤0.01% 1087
2024
Q4
$27.7K Sell
850
-266
-24% -$8.68K ﹤0.01% 1028
2024
Q3
$40K Buy
1,116
+791
+243% +$28.4K ﹤0.01% 965
2024
Q2
$11.4K Buy
325
+153
+89% +$5.36K ﹤0.01% 1260
2024
Q1
$5.2K Sell
172
-329
-66% -$9.94K ﹤0.01% 1429
2023
Q4
$15.1K Buy
501
+45
+10% +$1.35K ﹤0.01% 1184
2023
Q3
$11.7K Sell
456
-1,001
-69% -$25.7K ﹤0.01% 1201
2023
Q2
$44.7K Sell
1,457
-19
-1% -$583 ﹤0.01% 842
2023
Q1
$43.3K Sell
1,476
-250
-14% -$7.34K ﹤0.01% 830
2022
Q4
$46.4K Sell
1,726
-14
-0.8% -$376 ﹤0.01% 813
2022
Q3
$43K Sell
1,740
-3,755
-68% -$92.8K ﹤0.01% 883
2022
Q2
$180K Sell
5,495
-2,500
-31% -$81.9K 0.02% 529
2022
Q1
$290K Buy
7,995
+644
+9% +$23.4K 0.02% 469
2021
Q4
$277K Buy
7,351
+63
+0.9% +$2.37K 0.02% 513
2021
Q3
$199K Sell
7,288
-771
-10% -$21.1K 0.01% 584
2021
Q2
$243K Buy
8,059
+643
+9% +$19.4K 0.02% 545
2021
Q1
$235K Buy
7,416
+749
+11% +$23.7K 0.02% 512
2020
Q4
$164K Buy
6,667
+229
+4% +$5.63K 0.01% 546
2020
Q3
$122K Sell
6,438
-7,487
-54% -$142K 0.01% 618
2020
Q2
$243K Sell
13,925
-1,249
-8% -$21.8K 0.02% 462
2020
Q1
$263K Buy
15,174
+486
+3% +$8.42K 0.02% 418
2019
Q4
$302K Buy
14,688
+1,526
+12% +$31.4K 0.03% 421
2019
Q3
$249K Buy
13,162
+998
+8% +$18.9K 0.02% 455
2019
Q2
$253K Sell
12,164
-143
-1% -$2.97K 0.03% 412
2019
Q1
$239K Sell
12,307
-2,731
-18% -$53K 0.03% 399
2018
Q4
$308K Buy
15,038
+415
+3% +$8.5K 0.04% 330
2018
Q3
$377K Buy
14,623
+1,650
+13% +$42.5K 0.05% 307
2018
Q2
$294K Sell
12,973
-7,405
-36% -$168K 0.04% 318
2018
Q1
$447K Buy
20,378
+464
+2% +$10.2K 0.06% 244
2017
Q4
$418K Buy
+19,914
New +$418K 0.06% 227