Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
712
-90
-11% -$26.1K 0.01% 262
2025
Q1
$242K Sell
802
-326
-29% -$98.4K 0.01% 246
2024
Q4
$312K Sell
1,128
-241
-18% -$66.6K 0.02% 218
2024
Q3
$395K Sell
1,369
-15
-1% -$4.33K 0.02% 201
2024
Q2
$353K Buy
1,384
+117
+9% +$29.8K 0.02% 202
2024
Q1
$328K Sell
1,267
-97
-7% -$25.1K 0.02% 215
2023
Q4
$259K Sell
1,364
-243
-15% -$46.2K 0.02% 229
2023
Q3
$335K Sell
1,607
-245
-13% -$51K 0.02% 182
2023
Q2
$357K Buy
1,852
+2
+0.1% +$385 0.02% 183
2023
Q1
$359K Sell
1,850
-41
-2% -$7.96K 0.03% 175
2022
Q4
$417K Sell
1,891
-165
-8% -$36.4K 0.03% 168
2022
Q3
$374K Sell
2,056
-81
-4% -$14.7K 0.03% 171
2022
Q2
$420K Sell
2,137
-73
-3% -$14.3K 0.03% 167
2022
Q1
$473K Buy
2,210
+35
+2% +$7.49K 0.03% 165
2021
Q4
$420K Buy
2,175
+50
+2% +$9.66K 0.03% 185
2021
Q3
$369K Sell
2,125
-100
-4% -$17.4K 0.02% 214
2021
Q2
$354K Buy
2,225
+552
+33% +$87.8K 0.03% 199
2021
Q1
$264K Sell
1,673
-5
-0.3% -$789 0.02% 219
2020
Q4
$258K Sell
1,678
-225
-12% -$34.6K 0.02% 232
2020
Q3
$221K Sell
1,903
-1,276
-40% -$148K 0.02% 224
2020
Q2
$403K Sell
3,179
-2,916
-48% -$370K 0.04% 176
2020
Q1
$681K Sell
6,095
-2,528
-29% -$282K 0.09% 132
2019
Q4
$1.34M Sell
8,623
-671
-7% -$104K 0.14% 106
2019
Q3
$1.5M Sell
9,294
-1,400
-13% -$226K 0.17% 106
2019
Q2
$1.58M Sell
10,694
-883
-8% -$130K 0.18% 108
2019
Q1
$1.62M Sell
11,577
-4,733
-29% -$663K 0.19% 105
2018
Q4
$2.11M Sell
16,310
-2,334
-13% -$302K 0.29% 88
2018
Q3
$2.49M Sell
18,644
-1,664
-8% -$222K 0.31% 85
2018
Q2
$2.58M Buy
20,308
+222
+1% +$28.2K 0.35% 78
2018
Q1
$2.75M Buy
20,086
+97
+0.5% +$13.3K 0.37% 76
2017
Q4
$2.92M Sell
19,989
-30
-0.1% -$4.38K 0.42% 71
2017
Q3
$2.85M Buy
20,019
+896
+5% +$128K 0.44% 71
2017
Q2
$2.78M Buy
19,123
+100
+0.5% +$14.5K 0.46% 71
2017
Q1
$2.59M Sell
19,023
-875
-4% -$119K 0.44% 70
2016
Q4
$2.63M Sell
19,898
-392
-2% -$51.8K 0.46% 67
2016
Q3
$2.55M Buy
20,290
+150
+0.7% +$18.8K 0.46% 69
2016
Q2
$2.63M Buy
20,140
+238
+1% +$31.1K 0.5% 59
2016
Q1
$2.37M Buy
+19,902
New +$2.37M 0.48% 69