Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$102K Buy
1,431
+45
+3% +$3.2K 0.01% 760
2025
Q1
$88K Sell
1,386
-301
-18% -$19.1K 0.01% 763
2024
Q4
$128K Sell
1,687
-190
-10% -$14.4K 0.01% 607
2024
Q3
$166K Buy
1,877
+389
+26% +$34.4K 0.01% 569
2024
Q2
$112K Buy
1,488
+53
+4% +$4K 0.01% 608
2024
Q1
$135K Sell
1,435
-87
-6% -$8.18K 0.01% 555
2023
Q4
$165K Buy
1,522
+106
+7% +$11.5K 0.02% 512
2023
Q3
$135K Sell
1,416
-256
-15% -$24.5K 0.01% 528
2023
Q2
$185K Sell
1,672
-42
-2% -$4.64K 0.02% 494
2023
Q1
$210K Sell
1,714
-57
-3% -$6.99K 0.02% 455
2022
Q4
$207K Sell
1,771
-1,260
-42% -$147K 0.02% 464
2022
Q3
$252K Sell
3,031
-479
-14% -$39.8K 0.03% 457
2022
Q2
$359K Sell
3,510
-3,090
-47% -$316K 0.04% 378
2022
Q1
$888K Buy
6,600
+700
+12% +$94.2K 0.06% 267
2021
Q4
$983K Buy
5,900
+276
+5% +$46K 0.06% 265
2021
Q3
$817K Sell
5,624
-6,750
-55% -$981K 0.06% 272
2021
Q2
$1.91M Sell
12,374
-619
-5% -$95.6K 0.13% 158
2021
Q1
$1.73M Sell
12,993
-185
-1% -$24.6K 0.12% 168
2020
Q4
$1.86M Buy
13,178
+268
+2% +$37.9K 0.15% 143
2020
Q3
$1.62M Sell
12,910
-391
-3% -$49.1K 0.14% 155
2020
Q2
$1.3M Buy
13,301
+1,371
+11% +$134K 0.11% 179
2020
Q1
$987K Buy
11,930
+541
+5% +$44.8K 0.09% 190
2019
Q4
$1.15M Buy
11,389
+2,009
+21% +$204K 0.1% 191
2019
Q3
$881K Buy
9,380
+851
+10% +$79.9K 0.08% 232
2019
Q2
$716K Buy
8,529
+548
+7% +$46K 0.08% 249
2019
Q1
$672K Buy
7,981
+749
+10% +$63.1K 0.08% 236
2018
Q4
$536K Buy
7,232
+93
+1% +$6.89K 0.07% 235
2018
Q3
$605K Sell
7,139
-426
-6% -$36.1K 0.08% 237
2018
Q2
$603K Buy
7,565
+181
+2% +$14.4K 0.08% 208
2018
Q1
$491K Sell
7,384
-109
-1% -$7.25K 0.07% 228
2017
Q4
$469K Buy
+7,493
New +$469K 0.07% 206