Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Sell
4,646
-202
-4% -$15.3K 0.06% 305
2025
Q1
$364K Sell
4,848
-258
-5% -$19.4K 0.07% 281
2024
Q4
$391K Hold
5,106
0.07% 276
2024
Q3
$399K Sell
5,106
-196
-4% -$15.3K 0.07% 278
2024
Q2
$379K Hold
5,302
0.07% 280
2024
Q1
$430K Sell
5,302
-20
-0.4% -$1.62K 0.08% 258
2023
Q4
$389K Sell
5,322
-139
-3% -$10.2K 0.08% 267
2023
Q3
$361K Sell
5,461
-707
-11% -$46.7K 0.08% 263
2023
Q2
$457K Buy
6,168
+15
+0.2% +$1.11K 0.08% 241
2023
Q1
$475K Sell
6,153
-124
-2% -$9.57K 0.09% 223
2022
Q4
$480K Buy
6,277
+1
+0% +$76 0.1% 217
2022
Q3
$444K Sell
6,276
-279
-4% -$19.7K 0.1% 212
2022
Q2
$556K Sell
6,555
-2,375
-27% -$201K 0.11% 184
2022
Q1
$728K Sell
8,930
-2,442
-21% -$199K 0.09% 213
2021
Q4
$893K Sell
11,372
-4,100
-26% -$322K 0.07% 232
2021
Q3
$1.22M Sell
15,472
-289
-2% -$22.7K 0.09% 200
2021
Q2
$1.23M Sell
15,761
-2,449
-13% -$191K 0.09% 204
2021
Q1
$1.43M Buy
18,210
+672
+4% +$52.9K 0.1% 179
2020
Q4
$1.3M Buy
17,538
+1,511
+9% +$112K 0.1% 175
2020
Q3
$997K Sell
16,027
-1,470
-8% -$91.4K 0.1% 184
2020
Q2
$957K Sell
17,497
-16,222
-48% -$887K 0.09% 202
2020
Q1
$1.54M Buy
33,719
+850
+3% +$38.8K 0.2% 113
2019
Q4
$2.7M Sell
32,869
-1,542
-4% -$127K 0.29% 72
2019
Q3
$2.75M Buy
34,411
+1,531
+5% +$122K 0.28% 76
2019
Q2
$2.25M Buy
32,880
+7,353
+29% +$504K 0.24% 85
2019
Q1
$1.7M Sell
25,527
-5,971
-19% -$399K 0.19% 112
2018
Q4
$1.97M Buy
31,498
+6,219
+25% +$390K 0.17% 86
2018
Q3
$1.8M Buy
25,279
+9,982
+65% +$712K 0.14% 99
2018
Q2
$1.05M Sell
15,297
-2,292
-13% -$157K 0.08% 239
2018
Q1
$1.06M Sell
17,589
-295
-2% -$17.7K 0.07% 245
2017
Q4
$1.09M Sell
17,884
-1,000
-5% -$60.7K 0.07% 229
2017
Q3
$1.02M Sell
18,884
-289
-2% -$15.6K 0.07% 240
2017
Q2
$965K Sell
19,173
-1,851
-9% -$93.2K 0.07% 258
2017
Q1
$1.09M Buy
21,024
+2,165
+11% +$112K 0.08% 251
2016
Q4
$1.04M Buy
+18,859
New +$1.04M 0.11% 228