Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Sell
906
-118
-12% -$32.9K 0.12% 129
2025
Q1
$319K Sell
1,024
-330
-24% -$103K 0.16% 117
2024
Q4
$353K Sell
1,354
-12
-0.9% -$3.13K 0.16% 121
2024
Q3
$440K Sell
1,366
-5
-0.4% -$1.61K 0.2% 113
2024
Q2
$428K Sell
1,371
-17
-1% -$5.31K 0.21% 113
2024
Q1
$395K Sell
1,388
-5
-0.4% -$1.42K 0.19% 124
2023
Q4
$401K Sell
1,393
-56
-4% -$16.1K 0.22% 109
2023
Q3
$389K Sell
1,449
-185
-11% -$49.7K 0.23% 104
2023
Q2
$363K Buy
1,634
+384
+31% +$85.3K 0.21% 106
2023
Q1
$302K Sell
1,250
-54
-4% -$13.1K 0.18% 119
2022
Q4
$342K Sell
1,304
-127
-9% -$33.4K 0.21% 104
2022
Q3
$323K Sell
1,431
-409
-22% -$92.3K 0.22% 100
2022
Q2
$448K Sell
1,840
-3,347
-65% -$815K 0.29% 87
2022
Q1
$1.25M Buy
5,187
+520
+11% +$126K 0.7% 45
2021
Q4
$1.05M Buy
4,667
+90
+2% +$20.2K 0.58% 54
2021
Q3
$973K Buy
4,577
+427
+10% +$90.8K 0.58% 54
2021
Q2
$1.01M Sell
4,150
-85
-2% -$20.7K 0.63% 46
2021
Q1
$1.05M Sell
4,235
-919
-18% -$229K 0.73% 40
2020
Q4
$1.19M Sell
5,154
-20
-0.4% -$4.6K 0.9% 31
2020
Q3
$1.32M Buy
5,174
+214
+4% +$54.4K 1.11% 22
2020
Q2
$1.17M Buy
4,960
+117
+2% +$27.6K 1.03% 21
2020
Q1
$982K Buy
4,843
+1,352
+39% +$274K 1.06% 21
2019
Q4
$842K Buy
3,491
+621
+22% +$150K 0.71% 38
2019
Q3
$555K Buy
2,870
+1,286
+81% +$249K 0.51% 55
2019
Q2
$292K Buy
1,584
+1,413
+826% +$260K 0.25% 102
2019
Q1
$33K Buy
171
+51
+43% +$9.84K 0.02% 206
2018
Q4
$23K Hold
120
0.01% 205
2018
Q3
$25K Hold
120
0.01% 188
2018
Q2
$22K Buy
120
+35
+41% +$6.42K 0.01% 195
2018
Q1
$15K Sell
85
-50
-37% -$8.82K 0.01% 200
2017
Q4
$23K Buy
+135
New +$23K 0.01% 187