Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
1,060
-9
-0.8% -$1.78K 0.01% 219
2025
Q1
$219K Sell
1,069
-254
-19% -$52.1K 0.02% 211
2024
Q4
$304K Buy
1,323
+467
+55% +$107K 0.02% 195
2024
Q3
$238K Sell
856
-50
-6% -$13.9K 0.02% 204
2024
Q2
$226K Sell
906
-785
-46% -$196K 0.02% 190
2024
Q1
$422K Buy
1,691
+696
+70% +$174K 0.03% 152
2023
Q4
$230K Sell
995
-64
-6% -$14.8K 0.02% 162
2023
Q3
$233K Buy
1,059
+72
+7% +$15.8K 0.03% 168
2023
Q2
$210K Sell
987
-38
-4% -$8.09K 0.02% 147
2023
Q1
$229K Sell
1,025
-1,362
-57% -$305K 0.03% 142
2022
Q4
$562K Buy
2,387
+29
+1% +$6.82K 0.06% 99
2022
Q3
$540K Buy
2,358
+134
+6% +$30.7K 0.07% 101
2022
Q2
$500K Buy
2,224
+135
+6% +$30.4K 0.06% 127
2022
Q1
$543K Sell
2,089
-9
-0.4% -$2.34K 0.05% 129
2021
Q4
$612K Sell
2,098
-170
-7% -$49.6K 0.07% 106
2021
Q3
$612K Buy
2,268
+27
+1% +$7.29K 0.05% 112
2021
Q2
$533K Buy
2,241
+52
+2% +$12.4K 0.04% 112
2021
Q1
$437K Sell
2,189
-1,254
-36% -$250K 0.04% 133
2020
Q4
$678K Sell
3,443
-2,129
-38% -$419K 0.06% 99
2020
Q3
$1.06M Sell
5,572
-1,934
-26% -$369K 0.09% 78
2020
Q2
$1.18M Buy
7,506
+2,705
+56% +$424K 0.15% 66
2020
Q1
$589K Buy
4,801
+1,984
+70% +$243K 0.09% 78
2019
Q4
$383K Buy
2,817
+404
+17% +$54.9K 0.04% 126
2019
Q3
$309K Sell
2,413
-1,375
-36% -$176K 0.05% 99
2019
Q2
$480K Buy
3,788
+1,222
+48% +$155K 0.08% 69
2019
Q1
$300K Buy
2,566
+153
+6% +$17.9K 0.04% 110
2018
Q4
$221K Hold
2,413
0.03% 126
2018
Q3
$232K Buy
+2,413
New +$232K 0.03% 98