Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.89M Buy
25,876
+123
+0.5% +$8.98K 0.01% 812
2025
Q1
$2.02M Sell
25,753
-491
-2% -$38.4K 0.02% 768
2024
Q4
$1.78M Hold
26,244
0.01% 840
2024
Q3
$1.77M Sell
26,244
-1,616
-6% -$109K 0.01% 862
2024
Q2
$1.69M Sell
27,860
-842
-3% -$51.1K 0.01% 886
2024
Q1
$1.76M Sell
28,702
-1,414
-5% -$86.8K 0.02% 896
2023
Q4
$1.88M Buy
30,116
+89
+0.3% +$5.55K 0.02% 938
2023
Q3
$1.7M Sell
30,027
-1,382
-4% -$78.2K 0.01% 931
2023
Q2
$1.99M Sell
31,409
-1,687
-5% -$107K 0.02% 888
2023
Q1
$2.32M Sell
33,096
-2,094
-6% -$147K 0.02% 814
2022
Q4
$2.42M Buy
35,190
+603
+2% +$41.5K 0.02% 827
2022
Q3
$2.16M Buy
34,587
+965
+3% +$60.2K 0.02% 806
2022
Q2
$2.5M Buy
33,622
+754
+2% +$56.1K 0.02% 782
2022
Q1
$2.36M Sell
32,868
-1,427
-4% -$102K 0.02% 856
2021
Q4
$2.24M Buy
34,295
+178
+0.5% +$11.6K 0.02% 891
2021
Q3
$2.09M Sell
34,117
-3,803
-10% -$233K 0.02% 901
2021
Q2
$2.74M Buy
37,920
+33,426
+744% +$2.42M 0.02% 826
2021
Q1
$332K Sell
4,494
-304
-6% -$22.5K 0.01% 1214
2020
Q4
$307K Buy
4,798
+50
+1% +$3.2K 0.01% 1218
2020
Q3
$253K Sell
4,748
-33
-0.7% -$1.76K 0.01% 1199
2020
Q2
$314K Sell
4,781
-3,357
-41% -$220K 0.01% 1085
2020
Q1
$606K Sell
8,138
-243
-3% -$18.1K 0.01% 822
2019
Q4
$698K Buy
8,381
+702
+9% +$58.5K 0.01% 956
2019
Q3
$670K Sell
7,679
-172
-2% -$15K 0.01% 914
2019
Q2
$659K Buy
7,851
+546
+7% +$45.8K 0.02% 933
2019
Q1
$601K Buy
7,305
+246
+3% +$20.2K 0.01% 919
2018
Q4
$523K Sell
7,059
-70
-1% -$5.19K 0.01% 901
2018
Q3
$524K Sell
7,129
-65
-0.9% -$4.78K 0.01% 921
2018
Q2
$508K Buy
7,194
+466
+7% +$32.9K 0.01% 1023
2018
Q1
$486K Sell
6,728
-99
-1% -$7.15K 0.01% 972
2017
Q4
$513K Buy
6,827
+453
+7% +$34K 0.01% 980
2017
Q3
$476K Sell
6,374
-90
-1% -$6.72K 0.01% 969
2017
Q2
$451K Buy
6,464
+398
+7% +$27.8K 0.01% 1003
2017
Q1
$409K Buy
6,066
+10
+0.2% +$674 0.02% 951
2016
Q4
$391K Buy
6,056
+717
+13% +$46.3K 0.02% 984
2016
Q3
$340K Buy
5,339
+7
+0.1% +$446 0.02% 939
2016
Q2
$362K Buy
5,332
+682
+15% +$46.3K 0.02% 911
2016
Q1
$315K Buy
4,650
+447
+11% +$30.3K 0.03% 851
2015
Q4
$250K Sell
4,203
-318
-7% -$18.9K 0.03% 910
2015
Q3
$247K Buy
4,521
+51
+1% +$2.79K 0.03% 1026
2015
Q2
$233K Buy
+4,470
New +$233K 0.02% 1153