Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.4K Sell
155
-1,390
-90% -$120K ﹤0.01% 188
2025
Q1
$80.4K Buy
1,545
+120
+8% +$6.24K ﹤0.01% 178
2024
Q4
$78.4K Sell
1,425
-247
-15% -$13.6K ﹤0.01% 175
2024
Q3
$112K Sell
1,672
-695
-29% -$46.5K ﹤0.01% 170
2024
Q2
$131K Sell
2,367
-924
-28% -$51.2K ﹤0.01% 177
2024
Q1
$168K Sell
3,291
-591
-15% -$30.2K ﹤0.01% 206
2023
Q4
$177K Sell
3,882
-319
-8% -$14.5K ﹤0.01% 202
2023
Q3
$173K Sell
4,201
-531
-11% -$21.9K ﹤0.01% 208
2023
Q2
$209K Sell
4,732
-791
-14% -$35K ﹤0.01% 201
2023
Q1
$218K Sell
5,523
-1,554
-22% -$61.3K ﹤0.01% 196
2022
Q4
$211K Sell
7,077
-2,800
-28% -$83.6K ﹤0.01% 218
2022
Q3
$263K Buy
9,877
+566
+6% +$15.1K ﹤0.01% 213
2022
Q2
$256K Sell
9,311
-7,510
-45% -$206K ﹤0.01% 249
2022
Q1
$451K Sell
16,821
-9,983
-37% -$268K ﹤0.01% 239
2021
Q4
$427K Buy
26,804
+1,462
+6% +$23.3K ﹤0.01% 265
2021
Q3
$421K Sell
25,342
-4,896
-16% -$81.3K ﹤0.01% 275
2021
Q2
$630K Sell
30,238
-5,168
-15% -$108K ﹤0.01% 269
2021
Q1
$746K Buy
35,406
+19,977
+129% +$421K ﹤0.01% 261
2020
Q4
$259K Buy
15,429
+9,318
+152% +$156K ﹤0.01% 221
2020
Q3
$53K Buy
6,111
+1,027
+20% +$8.91K ﹤0.01% 217
2020
Q2
$52K Buy
5,084
+2,954
+139% +$30.2K ﹤0.01% 197
2020
Q1
$18K Buy
2,130
+135
+7% +$1.14K ﹤0.01% 204
2019
Q4
$41K Buy
1,995
+63
+3% +$1.3K ﹤0.01% 210
2019
Q3
$39K Sell
1,932
-51
-3% -$1.03K ﹤0.01% 211
2019
Q2
$50K Buy
1,983
+85
+4% +$2.14K ﹤0.01% 192
2019
Q1
$49K Sell
1,898
-165
-8% -$4.26K ﹤0.01% 178
2018
Q4
$45K Sell
2,063
-349
-14% -$7.61K ﹤0.01% 177
2018
Q3
$71K Sell
2,412
-28
-1% -$824 ﹤0.01% 175
2018
Q2
$61K Sell
2,440
-705
-22% -$17.6K ﹤0.01% 184
2018
Q1
$74K Buy
3,145
+145
+5% +$3.41K ﹤0.01% 187
2017
Q4
$72K Buy
3,000
+112
+4% +$2.69K 0.01% 180
2017
Q3
$69K Buy
2,888
+108
+4% +$2.58K 0.01% 129
2017
Q2
$47K Buy
2,780
+945
+51% +$16K 0.01% 108
2017
Q1
$33K Buy
1,835
+619
+51% +$11.1K 0.01% 99
2016
Q4
$19K Buy
+1,216
New +$19K 0.01% 102