Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.1K Sell
213
-3,204
-94% -$228K ﹤0.01% 332
2025
Q1
$217K Sell
3,417
-852
-20% -$54.1K 0.02% 174
2024
Q4
$323K Buy
4,269
+87
+2% +$6.58K 0.02% 153
2024
Q3
$370K Sell
4,182
-894
-18% -$79K 0.03% 147
2024
Q2
$383K Sell
5,076
-147
-3% -$11.1K 0.03% 149
2024
Q1
$491K Buy
5,223
+150
+3% +$14.1K 0.04% 141
2023
Q4
$551K Sell
5,073
-30
-0.6% -$3.26K 0.05% 134
2023
Q3
$488K Buy
5,103
+155
+3% +$14.8K 0.05% 133
2023
Q2
$546K Sell
4,948
-265
-5% -$29.2K 0.05% 131
2023
Q1
$639K Buy
5,213
+139
+3% +$17K 0.06% 121
2022
Q4
$594K Sell
5,074
-3,080
-38% -$360K 0.06% 125
2022
Q3
$678K Sell
8,154
-137
-2% -$11.4K 0.07% 118
2022
Q2
$847K Sell
8,291
-1,058
-11% -$108K 0.08% 114
2022
Q1
$1.26M Sell
9,349
-305
-3% -$41K 0.11% 103
2021
Q4
$1.61M Sell
9,654
-335
-3% -$55.8K 0.13% 96
2021
Q3
$1.45M Buy
9,989
+8
+0.1% +$1.16K 0.13% 102
2021
Q2
$1.54M Buy
+9,981
New +$1.54M 0.13% 99
2020
Q4
$981K Sell
6,931
-33
-0.5% -$4.67K 0.1% 109
2020
Q3
$874K Hold
6,964
0.09% 110
2020
Q2
$683K Buy
6,964
+44
+0.6% +$4.32K 0.08% 123
2020
Q1
$573K Buy
6,920
+55
+0.8% +$4.55K 0.08% 117
2019
Q4
$695K Buy
6,865
+350
+5% +$35.4K 0.08% 121
2019
Q3
$612K Buy
6,515
+14
+0.2% +$1.32K 0.08% 128
2019
Q2
$546K Buy
6,501
+205
+3% +$17.2K 0.07% 142
2019
Q1
$530K Sell
6,296
-43
-0.7% -$3.62K 0.07% 138
2018
Q4
$470K Buy
6,339
+15
+0.2% +$1.11K 0.07% 135
2018
Q3
$536K Buy
6,324
+246
+4% +$20.9K 0.07% 133
2018
Q2
$484K Buy
6,078
+225
+4% +$17.9K 0.07% 136
2018
Q1
$389K Sell
5,853
-484
-8% -$32.2K 0.06% 145
2017
Q4
$396K Buy
6,337
+65
+1% +$4.06K 0.06% 143
2017
Q3
$325K Buy
+6,272
New +$325K 0.05% 150