Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Sell
10,812
-161
-1% -$3.61K 0.04% 127
2025
Q1
$220K Hold
10,973
0.04% 131
2024
Q4
$220K Sell
10,973
-5,002
-31% -$100K 0.04% 131
2024
Q3
$375K Sell
15,975
-1,007
-6% -$23.6K 0.07% 49
2024
Q2
$577K Sell
16,982
-3,750
-18% -$127K 0.12% 44
2024
Q1
$633K Sell
20,732
-105
-0.5% -$3.2K 0.13% 40
2023
Q4
$1.05M Buy
20,837
+743
+4% +$37.3K 0.21% 32
2023
Q3
$714K Buy
20,094
+16
+0.1% +$569 0.15% 35
2023
Q2
$657K Buy
20,078
+341
+2% +$11.2K 0.14% 36
2023
Q1
$653K Buy
19,737
+1,177
+6% +$39K 0.14% 35
2022
Q4
$491K Sell
18,560
-1,166
-6% -$30.8K 0.11% 36
2022
Q3
$508K Sell
19,726
-1,135
-5% -$29.2K 0.12% 38
2022
Q2
$780K Buy
20,861
+178
+0.9% +$6.66K 0.17% 34
2022
Q1
$1.03M Sell
20,683
-647
-3% -$32.1K 0.24% 34
2021
Q4
$1.17M Buy
21,330
+1,709
+9% +$93.6K 0.28% 31
2021
Q3
$1.05M Sell
19,621
-543
-3% -$28.9K 0.28% 27
2021
Q2
$1.13M Buy
20,164
+37
+0.2% +$2.08K 0.3% 29
2021
Q1
$1.29M Sell
20,127
-1,249
-6% -$79.9K 0.35% 30
2020
Q4
$1.08M Buy
21,376
+1,446
+7% +$73.2K 0.32% 31
2020
Q3
$1.05M Sell
19,930
-383
-2% -$20.2K 0.35% 30
2020
Q2
$1.22M Buy
20,313
+760
+4% +$45.5K 0.43% 30
2020
Q1
$1.18M Buy
19,553
+451
+2% +$27.2K 0.46% 28
2019
Q4
$131K Sell
19,102
-1,092
-5% -$7.49K 0.04% 93
2019
Q3
$1.04M Buy
+20,194
New +$1.04M 0.36% 30
2019
Q1
$1.06M Buy
19,647
+793
+4% +$42.6K 0.37% 32
2018
Q4
$885K Buy
18,854
+55
+0.3% +$2.58K 0.34% 32
2018
Q3
$889K Buy
18,799
+5
+0% +$236 0.2% 32
2018
Q2
$934K Sell
18,794
-595
-3% -$29.6K 0.22% 33
2018
Q1
$1.01M Buy
+19,389
New +$1.01M 0.25% 28