Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$443K Buy
5,553
+421
+8% +$33.6K 0.01% 585
2025
Q1
$413K Buy
5,132
+1,116
+28% +$89.8K 0.01% 444
2024
Q4
$384K Buy
4,016
+2,022
+101% +$193K 0.01% 458
2024
Q3
$201K Sell
1,994
-1,908
-49% -$193K 0.01% 544
2024
Q2
$351K Buy
3,902
+88
+2% +$7.93K 0.01% 431
2024
Q1
$415K Sell
3,814
-125
-3% -$13.6K 0.02% 392
2023
Q4
$466K Sell
3,939
-12
-0.3% -$1.42K 0.02% 336
2023
Q3
$421K Buy
3,951
+179
+5% +$19.1K 0.02% 327
2023
Q2
$339K Buy
3,772
+39
+1% +$3.51K 0.02% 372
2023
Q1
$292K Sell
3,733
-121
-3% -$9.47K 0.02% 388
2022
Q4
$325K Sell
3,854
-3,772
-49% -$318K 0.02% 321
2022
Q3
$613K Buy
7,626
+33
+0.4% +$2.65K 0.04% 213
2022
Q2
$693K Buy
7,593
+2,774
+58% +$253K 0.04% 196
2022
Q1
$575K Buy
4,819
+291
+6% +$34.7K 0.03% 255
2021
Q4
$530K Sell
4,528
-26
-0.6% -$3.04K 0.03% 267
2021
Q3
$476K Sell
4,554
-45
-1% -$4.7K 0.02% 279
2021
Q2
$536K Buy
4,599
+253
+6% +$29.5K 0.03% 247
2021
Q1
$443K Sell
4,346
-14
-0.3% -$1.43K 0.03% 244
2020
Q4
$458K Sell
4,360
-329
-7% -$34.6K 0.03% 222
2020
Q3
$518K Buy
4,689
+1,241
+36% +$137K 0.04% 185
2020
Q2
$369K Buy
3,448
+26
+0.8% +$2.78K 0.03% 195
2020
Q1
$313K Buy
3,422
+26
+0.8% +$2.38K 0.03% 206
2019
Q4
$293K Sell
3,396
-84
-2% -$7.25K 0.03% 250
2019
Q3
$318K Buy
3,480
+29
+0.8% +$2.65K 0.04% 223
2019
Q2
$277K Buy
3,451
+30
+0.9% +$2.41K 0.03% 235
2019
Q1
$245K Sell
3,421
-135
-4% -$9.67K 0.03% 256
2018
Q4
$217K Buy
3,556
+691
+24% +$42.2K 0.03% 238
2018
Q3
$210K Buy
+2,865
New +$210K 0.03% 262