Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Sell
4,550
-498
-10% -$23.9K 0.01% 550
2025
Q1
$245K Sell
5,048
-300
-6% -$14.6K 0.01% 521
2024
Q4
$261K Sell
5,348
-67
-1% -$3.27K 0.01% 512
2024
Q3
$336K Sell
5,415
-133
-2% -$8.26K 0.01% 471
2024
Q2
$317K Buy
5,548
+150
+3% +$8.56K 0.01% 476
2024
Q1
$311K Sell
5,398
-501
-8% -$28.9K 0.01% 498
2023
Q4
$403K Sell
5,899
-3,549
-38% -$242K 0.01% 432
2023
Q3
$537K Sell
9,448
-419
-4% -$23.8K 0.02% 394
2023
Q2
$589K Sell
9,867
-4,095
-29% -$244K 0.02% 392
2023
Q1
$885K Buy
13,962
+58
+0.4% +$3.68K 0.03% 325
2022
Q4
$863K Sell
13,904
-3,269
-19% -$203K 0.03% 320
2022
Q3
$860K Sell
17,173
-2,547
-13% -$128K 0.03% 304
2022
Q2
$1.11M Sell
19,720
-1,604
-8% -$90K 0.04% 281
2022
Q1
$1.47M Buy
21,324
+3,371
+19% +$232K 0.04% 269
2021
Q4
$966K Sell
17,953
-643
-3% -$34.6K 0.03% 332
2021
Q3
$888K Sell
18,596
-203
-1% -$9.69K 0.03% 332
2021
Q2
$1.22M Buy
18,799
+1,233
+7% +$80.1K 0.04% 278
2021
Q1
$1.09M Buy
17,566
+6,261
+55% +$388K 0.04% 282
2020
Q4
$659K Sell
11,305
-320
-3% -$18.7K 0.03% 333
2020
Q3
$537K Buy
11,625
+7,511
+183% +$347K 0.02% 334
2020
Q2
$182K Sell
4,114
-112
-3% -$4.96K 0.01% 450
2020
Q1
$138K Hold
4,226
0.01% 465
2019
Q4
$206K Buy
4,226
+22
+0.5% +$1.07K 0.01% 453
2019
Q3
$186K Hold
4,204
0.01% 451
2019
Q2
$214K Buy
4,204
+112
+3% +$5.7K 0.01% 444
2019
Q1
$199K Sell
4,092
-11
-0.3% -$535 0.01% 441
2018
Q4
$177K Sell
4,103
-112
-3% -$4.83K 0.01% 446
2018
Q3
$188K Sell
4,215
-448
-10% -$20K 0.01% 475
2018
Q2
$208K Buy
4,663
+224
+5% +$9.99K 0.01% 453
2018
Q1
$176K Hold
4,439
0.01% 479
2017
Q4
$182K Sell
4,439
-1,429
-24% -$58.6K 0.01% 491
2017
Q3
$213K Sell
5,868
-486
-8% -$17.6K 0.01% 443
2017
Q2
$201K Buy
6,354
+95
+2% +$3.01K 0.01% 448
2017
Q1
$203K Sell
6,259
-672
-10% -$21.8K 0.01% 450
2016
Q4
$222K Sell
6,931
-1,870
-21% -$59.9K 0.02% 430
2016
Q3
$272K Sell
8,801
-1,009
-10% -$31.2K 0.02% 387
2016
Q2
$250K Sell
9,810
-1,513
-13% -$38.6K 0.02% 397
2016
Q1
$262K Sell
11,323
-140
-1% -$3.24K 0.02% 378
2015
Q4
$264K Sell
11,463
-466
-4% -$10.7K 0.02% 384
2015
Q3
$336K Sell
11,929
-904
-7% -$25.5K 0.03% 331
2015
Q2
$466K Sell
12,833
-1,002
-7% -$36.4K 0.04% 312
2015
Q1
$543K Sell
13,835
-1,862
-12% -$73.1K 0.04% 284
2014
Q4
$628K Sell
15,697
-4,056
-21% -$162K 0.05% 259
2014
Q3
$983K Sell
19,753
-10,052
-34% -$500K 0.08% 209
2014
Q2
$1.73M Sell
29,805
-1,474
-5% -$85.4K 0.14% 152
2014
Q1
$1.79M Sell
31,279
-180
-0.6% -$10.3K 0.15% 146
2013
Q4
$1.81M Sell
31,459
-1,217
-4% -$70.2K 0.15% 140
2013
Q3
$1.84M Sell
32,676
-22,872
-41% -$1.29M 0.17% 130
2013
Q2
$2.71M Buy
+55,548
New +$2.71M 0.26% 93