Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Sell
982
-1,263
-56% -$352K 0.02% 636
2025
Q1
$700K Buy
2,245
+1,016
+83% +$317K 0.04% 362
2024
Q4
$320K Sell
1,229
-139
-10% -$36.2K 0.02% 546
2024
Q3
$441K Sell
1,368
-247
-15% -$79.6K 0.03% 435
2024
Q2
$505K Buy
1,615
+232
+17% +$72.5K 0.03% 384
2024
Q1
$393K Buy
1,383
+481
+53% +$137K 0.03% 436
2023
Q4
$260K Sell
902
-316
-26% -$91.1K 0.02% 518
2023
Q3
$327K Buy
1,218
+142
+13% +$38.1K 0.03% 443
2023
Q2
$239K Sell
1,076
-1,855
-63% -$412K 0.02% 517
2023
Q1
$709K Buy
2,931
+525
+22% +$127K 0.06% 316
2022
Q4
$632K Buy
2,406
+278
+13% +$73K 0.06% 314
2022
Q3
$480K Buy
2,128
+189
+10% +$42.6K 0.05% 356
2022
Q2
$472K Sell
1,939
-335
-15% -$81.5K 0.05% 381
2022
Q1
$550K Sell
2,274
-1,173
-34% -$284K 0.04% 406
2021
Q4
$776K Buy
3,447
+143
+4% +$32.2K 0.06% 328
2021
Q3
$703K Buy
3,304
+296
+10% +$63K 0.06% 339
2021
Q2
$733K Sell
3,008
-120
-4% -$29.2K 0.06% 332
2021
Q1
$778K Sell
3,128
-161
-5% -$40K 0.08% 284
2020
Q4
$756K Sell
3,289
-84
-2% -$19.3K 0.08% 282
2020
Q3
$857K Buy
3,373
+2,353
+231% +$598K 0.12% 189
2020
Q2
$241K Sell
1,020
-10
-1% -$2.36K 0.04% 377
2020
Q1
$209K Sell
1,030
-314
-23% -$63.7K 0.04% 328
2019
Q4
$324K Sell
1,344
-191
-12% -$46K 0.05% 369
2019
Q3
$297K Sell
1,535
-856
-36% -$166K 0.05% 349
2019
Q2
$441K Buy
2,391
+1,955
+448% +$361K 0.07% 289
2019
Q1
$2.29K Buy
436
+141
+48% +$742 0.01% 463
2018
Q4
$2 Buy
295
+294
+29,400% +$2 0.01% 387
2018
Q3
$302 Sell
1
-5,680
-100% -$1.72M 0.05% 308
2018
Q2
$1.05M Buy
5,681
+4,277
+305% +$790K 0.14% 157
2018
Q1
$239K Buy
+1,404
New +$239K 0.06% 297