Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$390K Sell
1,465
-42
-3% -$11.2K 0.07% 124
2024
Q4
$379K Sell
1,507
-4
-0.3% -$1.01K 0.08% 119
2024
Q3
$333K Sell
1,511
-9
-0.6% -$1.98K 0.06% 140
2024
Q2
$262K Sell
1,520
-166
-10% -$28.6K 0.05% 155
2024
Q1
$320K Sell
1,686
-90
-5% -$17.1K 0.06% 157
2023
Q4
$318K Sell
1,776
-61
-3% -$10.9K 0.06% 154
2023
Q3
$296K Sell
1,837
-314
-15% -$50.6K 0.06% 163
2023
Q2
$315K Sell
2,151
-86
-4% -$12.6K 0.06% 163
2023
Q1
$326K Sell
2,237
-255
-10% -$37.2K 0.06% 157
2022
Q4
$357K Sell
2,492
-287
-10% -$41.1K 0.07% 157
2022
Q3
$402K Sell
2,779
-540
-16% -$78.1K 0.09% 129
2022
Q2
$508K Sell
3,319
-110
-3% -$16.8K 0.1% 130
2022
Q1
$716K Sell
3,429
-82
-2% -$17.1K 0.12% 122
2021
Q4
$859K Sell
3,511
-148
-4% -$36.2K 0.14% 118
2021
Q3
$727K Sell
3,659
-374
-9% -$74.3K 0.14% 108
2021
Q2
$753K Sell
4,033
-470
-10% -$87.8K 0.16% 107
2021
Q1
$939K Sell
4,503
-458
-9% -$95.5K 0.21% 100
2020
Q4
$872K Sell
4,961
-211
-4% -$37.1K 0.21% 97
2020
Q3
$635K Sell
5,172
-352
-6% -$43.2K 0.17% 109
2020
Q2
$771K Sell
5,524
-744
-12% -$104K 0.22% 102
2020
Q1
$668K Sell
6,268
-581
-8% -$61.9K 0.19% 108
2019
Q4
$956K Sell
6,849
-344
-5% -$48K 0.21% 107
2019
Q3
$1.01M Sell
7,193
-1,048
-13% -$147K 0.22% 104
2019
Q2
$1.2M Sell
8,241
-299
-4% -$43.6K 0.26% 98
2019
Q1
$1.34M Buy
+8,540
New +$1.34M 0.26% 93