Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45.3K Buy
+610
New +$45.3K ﹤0.01% 253
2022
Q2
Sell
-2,337
Closed -$270K 185
2022
Q1
$270K Buy
2,337
+25
+1% +$2.89K 0.02% 163
2021
Q4
$436K Sell
2,312
-102
-4% -$19.2K 0.04% 154
2021
Q3
$628K Sell
2,414
-2
-0.1% -$520 0.06% 144
2021
Q2
$704K Sell
2,416
-120
-5% -$35K 0.07% 155
2021
Q1
$616K Sell
2,536
-91
-3% -$22.1K 0.06% 154
2020
Q4
$615K Sell
2,627
-42
-2% -$9.83K 0.06% 147
2020
Q3
$526K Buy
2,669
+608
+30% +$120K 0.06% 140
2020
Q2
$359K Sell
2,061
-227
-10% -$39.5K 0.04% 142
2020
Q1
$219K Buy
2,288
+5
+0.2% +$479 0.03% 143
2019
Q4
$247K Sell
2,283
-39
-2% -$4.22K 0.03% 147
2019
Q3
$241K Sell
2,322
-713
-23% -$74K 0.03% 138
2019
Q2
$348K Sell
3,035
-695
-19% -$79.7K 0.05% 125
2019
Q1
$387K Sell
3,730
-253
-6% -$26.3K 0.05% 122
2018
Q4
$335K Sell
3,983
-33,418
-89% -$2.81M 0.05% 119
2018
Q3
$3.29M Sell
37,401
-855
-2% -$75.1K 0.45% 66
2018
Q2
$3.19M Sell
38,256
-702
-2% -$58.5K 0.45% 66
2018
Q1
$2.96M Buy
38,958
+13,333
+52% +$1.01M 0.42% 70
2017
Q4
$1.89M Sell
25,625
-15,824
-38% -$1.17M 0.27% 83
2017
Q3
$2.65M Buy
41,449
+1,498
+4% +$95.9K 0.39% 72
2017
Q2
$2.14M Sell
39,951
-45,090
-53% -$2.42M 0.32% 77
2017
Q1
$3.66M Buy
85,041
+12,341
+17% +$531K 0.56% 54
2016
Q4
$2.87M Buy
+72,700
New +$2.87M 0.46% 60