Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Buy
8,134
+3,072
+61% +$91.9K 0.02% 340
2025
Q1
$171K Buy
5,062
+221
+5% +$7.47K 0.02% 386
2024
Q4
$143K Buy
4,841
+1,721
+55% +$50.9K 0.01% 414
2024
Q3
$98K Buy
3,120
+1,154
+59% +$36.2K 0.01% 466
2024
Q2
$71K Buy
1,966
+1
+0.1% +$36 0.01% 481
2024
Q1
$74K Hold
1,965
0.01% 486
2023
Q4
$69.5K Buy
1,965
+2
+0.1% +$71 0.01% 486
2023
Q3
$76K Buy
1,963
+2
+0.1% +$77 0.01% 454
2023
Q2
$69.2K Hold
1,961
0.01% 461
2023
Q1
$74.4K Buy
1,961
+375
+24% +$14.2K 0.01% 474
2022
Q4
$55.4K Hold
1,586
0.01% 503
2022
Q3
$45.3K Hold
1,586
0.01% 522
2022
Q2
$45K Hold
1,586
0.01% 547
2022
Q1
$46.6K Sell
1,586
-250
-14% -$7.35K 0.01% 561
2021
Q4
$48.9K Hold
1,836
0.01% 570
2021
Q3
$50.2K Hold
1,836
0.01% 523
2021
Q2
$48.5K Hold
1,836
0.01% 536
2021
Q1
$44.7K Hold
1,836
0.01% 526
2020
Q4
$37.7K Sell
1,836
-635
-26% -$13K 0.01% 512
2020
Q3
$43.1K Sell
2,471
-108
-4% -$1.89K 0.01% 460
2020
Q2
$60.1K Buy
2,579
+3
+0.1% +$70 0.01% 410
2020
Q1
$62.8K Buy
2,576
+2
+0.1% +$49 0.02% 389
2019
Q4
$97.1K Buy
2,574
+2
+0.1% +$75 0.02% 374
2019
Q3
$97.7K Sell
2,572
-42
-2% -$1.6K 0.02% 364
2019
Q2
$107K Sell
2,614
-1,119
-30% -$45.9K 0.03% 353
2019
Q1
$160K Sell
3,733
-158
-4% -$6.79K 0.04% 318
2018
Q4
$143K Buy
3,891
+256
+7% +$9.41K 0.04% 317
2018
Q3
$160K Sell
3,635
-53
-1% -$2.33K 0.04% 323
2018
Q2
$158K Sell
3,688
-48
-1% -$2.06K 0.04% 335
2018
Q1
$141K Buy
3,736
+217
+6% +$8.17K 0.04% 342
2017
Q4
$135K Buy
3,519
+113
+3% +$4.35K 0.04% 329
2017
Q3
$118K Sell
3,406
-172
-5% -$5.96K 0.03% 327
2017
Q2
$110K Buy
3,578
+112
+3% +$3.44K 0.04% 307
2017
Q1
$104K Sell
3,466
-62
-2% -$1.87K 0.04% 313
2016
Q4
$113K Sell
3,528
-301
-8% -$9.64K 0.04% 293
2016
Q3
$113K Sell
3,829
-185
-5% -$5.47K 0.04% 279
2016
Q2
$120K Sell
4,014
-2,853
-42% -$85.2K 0.05% 271
2016
Q1
$174K Buy
+6,867
New +$174K 0.07% 226