Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.9K Sell
532
-585
-52% -$75.8K 0.03% 216
2025
Q1
$134K Hold
1,117
0.07% 171
2024
Q4
$130K Sell
1,117
-165
-13% -$19.3K 0.06% 175
2024
Q3
$193K Hold
1,282
0.09% 158
2024
Q2
$203K Hold
1,282
0.1% 156
2024
Q1
$254K Sell
1,282
-50
-4% -$9.9K 0.12% 143
2023
Q4
$232K Sell
1,332
-265
-17% -$46.1K 0.12% 145
2023
Q3
$250K Sell
1,597
-73
-4% -$11.4K 0.15% 137
2023
Q2
$274K Sell
1,670
-104
-6% -$17.1K 0.16% 128
2023
Q1
$274K Hold
1,774
0.17% 124
2022
Q4
$234K Hold
1,774
0.15% 131
2022
Q3
$190K Sell
1,774
-39
-2% -$4.18K 0.13% 136
2022
Q2
$189K Sell
1,813
-150
-8% -$15.6K 0.12% 141
2022
Q1
$292K Sell
1,963
-201
-9% -$29.9K 0.16% 121
2021
Q4
$247K Sell
2,164
-510
-19% -$58.2K 0.14% 141
2021
Q3
$264K Sell
2,674
-714
-21% -$70.5K 0.16% 129
2021
Q2
$325K Sell
3,388
-250
-7% -$24K 0.2% 115
2021
Q1
$292K Sell
3,638
-88
-2% -$7.06K 0.2% 112
2020
Q4
$198K Sell
3,726
-102
-3% -$5.42K 0.15% 131
2020
Q3
$171K Sell
3,828
-43
-1% -$1.92K 0.14% 127
2020
Q2
$160K Sell
3,871
-546
-12% -$22.6K 0.14% 136
2020
Q1
$159K Sell
4,417
-1,901
-30% -$68.4K 0.17% 134
2019
Q4
$356K Sell
6,318
-895
-12% -$50.4K 0.3% 100
2019
Q3
$367K Sell
7,213
-2,345
-25% -$119K 0.34% 85
2019
Q2
$527K Sell
9,558
-1,154
-11% -$63.6K 0.45% 69
2019
Q1
$625K Buy
10,712
+1,630
+18% +$95.1K 0.32% 58
2018
Q4
$471K Buy
9,082
+1,545
+20% +$80.1K 0.3% 65
2018
Q3
$478K Sell
7,537
-179
-2% -$11.4K 0.27% 68
2018
Q2
$482K Buy
7,716
+15
+0.2% +$937 0.28% 61
2018
Q1
$470K Buy
7,701
+1,100
+17% +$67.1K 0.27% 64
2017
Q4
$419K Buy
+6,601
New +$419K 0.25% 65