Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$637K Sell
36,572
-6,724
-16% -$117K 0.01% 766
2025
Q1
$692K Sell
43,296
-2,266
-5% -$36.2K 0.01% 684
2024
Q4
$780K Sell
45,562
-1,774
-4% -$30.4K 0.01% 673
2024
Q3
$769K Buy
47,336
+1,876
+4% +$30.5K 0.01% 684
2024
Q2
$646K Buy
+45,460
New +$646K 0.01% 700
2019
Q4
Sell
-10,710
Closed -$191K 199
2019
Q3
$191K Buy
10,710
+289
+3% +$5.15K 0.02% 184
2019
Q2
$185K Sell
10,421
-2,285
-18% -$40.6K 0.02% 196
2019
Q1
$200K Buy
+12,706
New +$200K 0.02% 193
2018
Q4
Sell
-12,632
Closed -$251K 202
2018
Q3
$251K Sell
12,632
-466
-4% -$9.26K 0.03% 188
2018
Q2
$256K Sell
13,098
-467
-3% -$9.13K 0.03% 204
2018
Q1
$265K Sell
13,565
-1,226
-8% -$24K 0.03% 233
2017
Q4
$298K Buy
14,791
+1,333
+10% +$26.9K 0.04% 222
2017
Q3
$253K Buy
+13,458
New +$253K 0.03% 239
2017
Q2
Sell
-12,847
Closed -$228K 270
2017
Q1
$228K Buy
12,847
+1,358
+12% +$24.1K 0.03% 235
2016
Q4
$210K Buy
11,489
+634
+6% +$11.6K 0.03% 235
2016
Q3
$132K Buy
+10,855
New +$132K 0.02% 226