Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
7,712
+13
+0.2% +$1.76K 0.01% 1029
2025
Q1
$986K Sell
7,699
-269
-3% -$34.5K 0.01% 1025
2024
Q4
$1.25M Sell
7,968
-32
-0.4% -$5.01K 0.01% 972
2024
Q3
$1.09M Sell
8,000
-370
-4% -$50.6K 0.01% 1014
2024
Q2
$864K Sell
8,370
-445
-5% -$45.9K 0.01% 1082
2024
Q1
$836K Sell
8,815
-2,884
-25% -$274K 0.01% 1119
2023
Q4
$1.27M Sell
11,699
-379
-3% -$41K 0.01% 1072
2023
Q3
$1.12M Sell
12,078
-331
-3% -$30.8K 0.01% 1071
2023
Q2
$1.22M Sell
12,409
-188
-1% -$18.5K 0.01% 1050
2023
Q1
$1.23M Sell
12,597
-780
-6% -$76.1K 0.01% 1038
2022
Q4
$1.38M Buy
13,377
+88
+0.7% +$9.06K 0.01% 1032
2022
Q3
$1.16M Buy
13,289
+104
+0.8% +$9.11K 0.01% 1053
2022
Q2
$1.04M Sell
13,185
-509
-4% -$40K 0.01% 1144
2022
Q1
$1.12M Sell
13,694
-746
-5% -$61K 0.01% 1148
2021
Q4
$1.39M Sell
14,440
-244
-2% -$23.4K 0.01% 1096
2021
Q3
$1.31M Sell
14,684
-540
-4% -$48.3K 0.01% 1115
2021
Q2
$1.39M Buy
15,224
+11,223
+281% +$1.03M 0.01% 1124
2021
Q1
$367K Sell
4,001
-366
-8% -$33.6K 0.01% 1148
2020
Q4
$342K Buy
4,367
+36
+0.8% +$2.82K 0.01% 1166
2020
Q3
$306K Sell
4,331
-135
-3% -$9.54K 0.01% 1102
2020
Q2
$315K Sell
4,466
-388
-8% -$27.4K 0.01% 1082
2020
Q1
$265K Sell
4,854
-152
-3% -$8.3K 0.01% 1210
2019
Q4
$385K Buy
5,006
+289
+6% +$22.2K 0.01% 1259
2019
Q3
$295K Sell
4,717
-93
-2% -$5.82K 0.01% 1333
2019
Q2
$281K Buy
4,810
+194
+4% +$11.3K 0.01% 1387
2019
Q1
$281K Sell
4,616
-6
-0.1% -$365 0.01% 1306
2018
Q4
$236K Sell
4,622
-100
-2% -$5.11K 0.01% 1316
2018
Q3
$276K Sell
4,722
-65
-1% -$3.8K 0.01% 1162
2018
Q2
$285K Buy
4,787
+5
+0.1% +$298 0.01% 1352
2018
Q1
$286K Sell
4,782
-67
-1% -$4.01K 0.01% 1238
2017
Q4
$294K Buy
4,849
+328
+7% +$19.9K 0.01% 1278
2017
Q3
$254K Sell
4,521
-61
-1% -$3.43K 0.01% 1313
2017
Q2
$241K Buy
4,582
+65
+1% +$3.42K 0.01% 1322
2017
Q1
$261K Sell
4,517
-1
-0% -$58 0.01% 1226
2016
Q4
$244K Buy
+4,518
New +$244K 0.01% 1269