Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$415K Sell
18,977
-1,439
-7% -$31.5K 0.02% 370
2025
Q1
$400K Buy
20,416
+2,248
+12% +$44K 0.02% 377
2024
Q4
$285K Sell
18,168
-260
-1% -$4.07K 0.02% 446
2024
Q3
$335K Buy
18,428
+928
+5% +$16.9K 0.02% 419
2024
Q2
$300K Buy
17,500
+637
+4% +$10.9K 0.02% 434
2024
Q1
$278K Buy
16,863
+781
+5% +$12.9K 0.02% 459
2023
Q4
$242K Sell
16,082
-486
-3% -$7.3K 0.02% 476
2023
Q3
$218K Buy
16,568
+1,447
+10% +$19.1K 0.02% 478
2023
Q2
$204K Buy
15,121
+1,048
+7% +$14.1K 0.02% 539
2023
Q1
$167K Hold
14,073
0.02% 537
2022
Q4
$171K Buy
14,073
+2,100
+18% +$25.6K 0.02% 520
2022
Q3
$102K Buy
11,973
+454
+4% +$3.87K 0.01% 531
2022
Q2
$112K Sell
11,519
-1,097
-9% -$10.7K 0.01% 568
2022
Q1
$132K Sell
12,616
-785
-6% -$8.21K 0.01% 535
2021
Q4
$187K Buy
13,401
+1,894
+16% +$26.4K 0.02% 510
2021
Q3
$167K Sell
11,507
-807
-7% -$11.7K 0.02% 495
2021
Q2
$163K Sell
12,314
-110
-0.9% -$1.46K 0.02% 509
2021
Q1
$152K Buy
12,424
+1,428
+13% +$17.5K 0.02% 497
2020
Q4
$104K Sell
10,996
-2,916
-21% -$27.6K 0.01% 471
2020
Q3
$98K Sell
13,912
-2,131
-13% -$15K 0.01% 433
2020
Q2
$111K Sell
16,043
-466
-3% -$3.22K 0.01% 432
2020
Q1
$85K Sell
16,509
-5,442
-25% -$28K 0.01% 368
2019
Q4
$265K Sell
21,951
-1,858
-8% -$22.4K 0.04% 325
2019
Q3
$249K Buy
23,809
+1,605
+7% +$16.8K 0.03% 328
2019
Q2
$257K Sell
22,204
-1,098
-5% -$12.7K 0.03% 327
2019
Q1
$283K Sell
23,302
-2,876
-11% -$34.9K 0.03% 290
2018
Q4
$279K Sell
26,178
-2,862
-10% -$30.5K 0.04% 265
2018
Q3
$377K Buy
29,040
+520
+2% +$6.75K 0.04% 265
2018
Q2
$408K Buy
28,520
+900
+3% +$12.9K 0.05% 230
2018
Q1
$468K Buy
27,620
+402
+1% +$6.81K 0.06% 197
2017
Q4
$502K Buy
27,218
+517
+2% +$9.54K 0.07% 185
2017
Q3
$492K Sell
26,701
-3,013
-10% -$55.5K 0.05% 176
2017
Q2
$517K Sell
29,714
-1,250
-4% -$21.7K 0.06% 163
2017
Q1
$467K Sell
30,964
-2,656
-8% -$40.1K 0.05% 179
2016
Q4
$474K Buy
33,620
+5,436
+19% +$76.6K 0.06% 172
2016
Q3
$348K Sell
28,184
-725
-3% -$8.95K 0.04% 214
2016
Q2
$299K Sell
28,909
-1,196
-4% -$12.4K 0.03% 229
2016
Q1
$359K Buy
30,105
+1,726
+6% +$20.6K 0.08% 197
2015
Q4
$382K Buy
28,379
+478
+2% +$6.43K 0.1% 180
2015
Q3
$394K Buy
27,901
+2,225
+9% +$31.4K 0.11% 161
2015
Q2
$426K Buy
25,676
+1,492
+6% +$24.8K 0.11% 161
2015
Q1
$353K Buy
24,184
+3,956
+20% +$57.7K 0.1% 189
2014
Q4
$262K Buy
20,228
+2,933
+17% +$38K 0.1% 225
2014
Q3
$245K Sell
17,295
-568
-3% -$8.05K 0.1% 210
2014
Q2
$250K Buy
17,863
+4,860
+37% +$68K 0.11% 184
2014
Q1
$185K Sell
13,003
-1,208
-9% -$17.2K 0.11% 178
2013
Q4
$199K Buy
+14,211
New +$199K 0.15% 143