Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Buy
2,625
+277
+12% +$26.7K 0.01% 575
2025
Q1
$149K Sell
2,348
-862
-27% -$54.7K 0.01% 604
2024
Q4
$243K Buy
3,210
+1,325
+70% +$100K 0.02% 440
2024
Q3
$167K Sell
1,885
-132
-7% -$11.7K 0.01% 382
2024
Q2
$152K Buy
2,017
+515
+34% +$38.8K 0.01% 383
2024
Q1
$141K Sell
1,502
-2,468
-62% -$232K 0.01% 340
2023
Q4
$431K Sell
3,970
-137
-3% -$14.9K 0.05% 181
2023
Q3
$393K Buy
4,107
+196
+5% +$18.7K 0.05% 180
2023
Q2
$432K Buy
3,911
+122
+3% +$13.5K 0.06% 135
2023
Q1
$465K Buy
3,789
+48
+1% +$5.89K 0.06% 119
2022
Q4
$438K Sell
3,741
-42
-1% -$4.92K 0.06% 117
2022
Q3
$314K Buy
3,783
+74
+2% +$6.14K 0.05% 150
2022
Q2
$379K Buy
3,709
+329
+10% +$33.6K 0.06% 123
2022
Q1
$455K Sell
3,380
-2
-0.1% -$269 0.06% 112
2021
Q4
$564K Buy
3,382
+483
+17% +$80.5K 0.07% 98
2021
Q3
$421K Sell
2,899
-92
-3% -$13.4K 0.06% 113
2021
Q2
$462K Buy
+2,991
New +$462K 0.06% 112
2020
Q4
$391K Sell
2,761
-84
-3% -$11.9K 0.06% 108
2020
Q3
$357K Sell
2,845
-183
-6% -$23K 0.06% 106
2020
Q2
$297K Buy
3,028
+27
+0.9% +$2.65K 0.05% 112
2020
Q1
$248K Sell
3,001
-215
-7% -$17.8K 0.06% 117
2019
Q4
$326K Buy
3,216
+15
+0.5% +$1.52K 0.09% 94
2019
Q3
$301K Sell
3,201
-29
-0.9% -$2.73K 0.09% 97
2019
Q2
$271K Buy
+3,230
New +$271K 0.09% 109
2018
Q4
$269K Sell
3,631
-300
-8% -$22.2K 0.11% 95
2018
Q3
$333K Sell
3,931
-764
-16% -$64.7K 0.13% 83
2018
Q2
$374K Buy
4,695
+1,717
+58% +$137K 0.16% 65
2018
Q1
$197K Sell
2,978
-132
-4% -$8.73K 0.1% 80
2017
Q4
$194K Sell
3,110
-141
-4% -$8.8K 0.08% 99
2017
Q3
$168K Sell
3,251
-13
-0.4% -$672 0.08% 106
2017
Q2
$193K Buy
3,264
+179
+6% +$10.6K 0.09% 94
2017
Q1
$171K Buy
3,085
+731
+31% +$40.5K 0.08% 82
2016
Q4
$120K Buy
+2,354
New +$120K 0.06% 103