Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$889K Buy
2,297
+138
+6% +$53.4K 0.42% 59
2025
Q1
$828K Sell
2,159
-84
-4% -$32.2K 0.42% 66
2024
Q4
$997K Buy
2,243
+100
+5% +$44.5K 0.46% 56
2024
Q3
$1.11M Sell
2,143
-7
-0.3% -$3.62K 0.51% 53
2024
Q2
$1.19M Buy
2,150
+881
+69% +$489K 0.57% 45
2024
Q1
$640K Sell
1,269
-104
-8% -$52.5K 0.31% 91
2023
Q4
$819K Sell
1,373
-33
-2% -$19.7K 0.44% 67
2023
Q3
$717K Buy
1,406
+273
+24% +$139K 0.42% 66
2023
Q2
$554K Sell
1,133
-234
-17% -$114K 0.33% 83
2023
Q1
$527K Sell
1,367
-200
-13% -$77.1K 0.32% 82
2022
Q4
$527K Sell
1,567
-496
-24% -$167K 0.33% 81
2022
Q3
$567K Buy
2,063
+20
+1% +$5.5K 0.38% 70
2022
Q2
$748K Buy
2,043
+85
+4% +$31.1K 0.48% 64
2022
Q1
$892K Buy
1,958
+280
+17% +$128K 0.5% 58
2021
Q4
$952K Buy
1,678
+50
+3% +$28.4K 0.52% 60
2021
Q3
$937K Buy
1,628
+153
+10% +$88.1K 0.56% 57
2021
Q2
$864K Buy
1,475
+84
+6% +$49.2K 0.54% 56
2021
Q1
$661K Buy
1,391
+221
+19% +$105K 0.46% 66
2020
Q4
$585K Buy
1,170
+118
+11% +$59K 0.44% 69
2020
Q3
$515K Buy
1,052
+31
+3% +$15.2K 0.43% 67
2020
Q2
$444K Sell
1,021
-11
-1% -$4.78K 0.39% 78
2020
Q1
$329K Buy
1,032
+183
+22% +$58.3K 0.35% 84
2019
Q4
$280K Buy
849
+38
+5% +$12.5K 0.24% 115
2019
Q3
$224K Buy
811
+518
+177% +$143K 0.21% 123
2019
Q2
$86K Buy
293
+181
+162% +$53.1K 0.07% 177
2019
Q1
$30K Hold
112
0.02% 212
2018
Q4
$25K Buy
112
+23
+26% +$5.13K 0.02% 201
2018
Q3
$24K Hold
89
0.01% 194
2018
Q2
$22K Hold
89
0.01% 194
2018
Q1
$19K Sell
89
-19
-18% -$4.06K 0.01% 186
2017
Q4
$19K Buy
+108
New +$19K 0.01% 197