Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72K Sell
1,014
-35
-3% -$2.49K 0.03% 212
2025
Q1
$66.6K Hold
1,049
0.03% 214
2024
Q4
$79.4K Sell
1,049
-561
-35% -$42.5K 0.04% 201
2024
Q3
$142K Sell
1,610
-1,093
-40% -$96.6K 0.07% 177
2024
Q2
$204K Sell
2,703
-160
-6% -$12.1K 0.1% 155
2024
Q1
$269K Sell
2,863
-378
-12% -$35.5K 0.13% 140
2023
Q4
$352K Sell
3,241
-454
-12% -$49.3K 0.19% 120
2023
Q3
$353K Sell
3,695
-1,232
-25% -$118K 0.21% 108
2023
Q2
$544K Buy
4,927
+586
+13% +$64.7K 0.32% 84
2023
Q1
$532K Buy
4,341
+733
+20% +$89.9K 0.32% 81
2022
Q4
$422K Buy
3,608
+862
+31% +$101K 0.26% 94
2022
Q3
$228K Sell
2,746
-2
-0.1% -$166 0.15% 122
2022
Q2
$281K Sell
2,748
-5
-0.2% -$511 0.18% 111
2022
Q1
$370K Sell
2,753
-508
-16% -$68.3K 0.21% 107
2021
Q4
$544K Sell
3,261
-19
-0.6% -$3.17K 0.3% 90
2021
Q3
$476K Sell
3,280
-562
-15% -$81.6K 0.29% 94
2021
Q2
$594K Buy
3,842
+193
+5% +$29.8K 0.37% 82
2021
Q1
$485K Sell
3,649
-18
-0.5% -$2.39K 0.34% 79
2020
Q4
$519K Buy
3,667
+6
+0.2% +$849 0.39% 75
2020
Q3
$460K Sell
3,661
-1,801
-33% -$226K 0.39% 71
2020
Q2
$536K Sell
5,462
-498
-8% -$48.9K 0.47% 68
2020
Q1
$493K Sell
5,960
-1,270
-18% -$105K 0.53% 59
2019
Q4
$732K Sell
7,230
-167
-2% -$16.9K 0.62% 46
2019
Q3
$695K Sell
7,397
-2,918
-28% -$274K 0.64% 46
2019
Q2
$866K Sell
10,315
-1,350
-12% -$113K 0.74% 33
2019
Q1
$982K Buy
11,665
+1,386
+13% +$117K 0.51% 29
2018
Q4
$762K Buy
10,279
+1,910
+23% +$142K 0.49% 32
2018
Q3
$709K Sell
8,369
-2,396
-22% -$203K 0.41% 36
2018
Q2
$858K Buy
10,765
+477
+5% +$38K 0.5% 29
2018
Q1
$683K Buy
10,288
+2,776
+37% +$184K 0.4% 35
2017
Q4
$470K Buy
+7,512
New +$470K 0.28% 56