Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Buy
13,310
+68
+0.5% +$6.53K 0.04% 160
2025
Q1
$1.33M Buy
13,242
+489
+4% +$49.1K 0.04% 153
2024
Q4
$1.14M Sell
12,753
-520
-4% -$46.4K 0.04% 163
2024
Q3
$1.16M Sell
13,273
-2,478
-16% -$217K 0.04% 167
2024
Q2
$1.12M Sell
15,751
-178
-1% -$12.7K 0.04% 169
2024
Q1
$1.18M Hold
15,929
0.04% 164
2023
Q4
$1.15M Sell
15,929
-255
-2% -$18.4K 0.04% 162
2023
Q3
$1.21M Sell
16,184
-173
-1% -$12.9K 0.05% 152
2023
Q2
$1.34M Hold
16,357
0.05% 156
2023
Q1
$1.41M Sell
16,357
-934
-5% -$80.7K 0.06% 147
2022
Q4
$1.54M Sell
17,291
-560
-3% -$49.8K 0.07% 146
2022
Q3
$1.44M Buy
17,851
+5,515
+45% +$444K 0.07% 150
2022
Q2
$1.12M Buy
12,336
+806
+7% +$72.9K 0.05% 176
2022
Q1
$1.08M Sell
11,530
-89
-0.8% -$8.34K 0.04% 193
2021
Q4
$1.04M Buy
11,619
+241
+2% +$21.5K 0.04% 196
2021
Q3
$921K Buy
11,378
+1,977
+21% +$160K 0.04% 197
2021
Q2
$752K Buy
9,401
+478
+5% +$38.2K 0.04% 192
2021
Q1
$726K Buy
8,923
+952
+12% +$77.5K 0.04% 195
2020
Q4
$622K Sell
7,971
-450
-5% -$35.1K 0.04% 200
2020
Q3
$666K Buy
8,421
+150
+2% +$11.9K 0.04% 195
2020
Q2
$582K Buy
8,271
+1,469
+22% +$103K 0.04% 200
2020
Q1
$496K Hold
6,802
0.04% 204
2019
Q4
$522K Sell
6,802
-38
-0.6% -$2.92K 0.03% 231
2019
Q3
$548K Buy
6,840
+3,145
+85% +$252K 0.04% 215
2019
Q2
$278K Sell
3,695
-200
-5% -$15K 0.03% 189
2019
Q1
$286K Sell
3,895
-29
-0.7% -$2.13K 0.03% 181
2018
Q4
$256K Sell
3,924
-178
-4% -$11.6K 0.03% 184
2018
Q3
$259K Buy
4,102
+154
+4% +$9.72K 0.02% 182
2018
Q2
$240K Sell
3,948
-16
-0.4% -$973 0.02% 185
2018
Q1
$225K Buy
+3,964
New +$225K 0.02% 188
2017
Q4
Sell
-3,760
Closed -$218K 182
2017
Q3
$218K Buy
+3,760
New +$218K 0.03% 174
2017
Q2
Sell
-3,719
Closed -$203K 172
2017
Q1
$203K Buy
+3,719
New +$203K 0.02% 181