Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
6,251
+54
+0.9% +$11.8K 0.65% 36
2025
Q1
$866K Sell
6,197
-145
-2% -$20.3K 0.44% 62
2024
Q4
$1.06M Sell
6,342
-170
-3% -$28.3K 0.49% 50
2024
Q3
$1.11M Sell
6,512
-255
-4% -$43.5K 0.51% 52
2024
Q2
$956K Hold
6,767
0.46% 60
2024
Q1
$850K Hold
6,767
0.41% 71
2023
Q4
$713K Sell
6,767
-281
-4% -$29.6K 0.38% 74
2023
Q3
$747K Buy
7,048
+1,031
+17% +$109K 0.44% 64
2023
Q2
$717K Sell
6,017
-261
-4% -$31.1K 0.42% 68
2023
Q1
$583K Sell
6,278
-99
-2% -$9.2K 0.36% 77
2022
Q4
$521K Sell
6,377
-345
-5% -$28.2K 0.33% 82
2022
Q3
$411K Sell
6,722
-169
-2% -$10.3K 0.28% 89
2022
Q2
$481K Sell
6,891
-100
-1% -$6.98K 0.31% 82
2022
Q1
$578K Sell
6,991
-509
-7% -$42.1K 0.32% 80
2021
Q4
$654K Sell
7,500
-40
-0.5% -$3.49K 0.36% 78
2021
Q3
$657K Sell
7,540
-427
-5% -$37.2K 0.39% 74
2021
Q2
$620K Hold
7,967
0.39% 78
2021
Q1
$559K Sell
7,967
-108
-1% -$7.58K 0.39% 77
2020
Q4
$522K Sell
8,075
-150
-2% -$9.7K 0.39% 74
2020
Q3
$491K Sell
8,225
-1,646
-17% -$98.3K 0.41% 68
2020
Q2
$546K Sell
9,871
-808
-8% -$44.7K 0.48% 66
2020
Q1
$516K Sell
10,679
-1,547
-13% -$74.8K 0.56% 52
2019
Q4
$648K Sell
12,226
-731
-6% -$38.7K 0.55% 55
2019
Q3
$713K Sell
12,957
-2,600
-17% -$143K 0.66% 45
2019
Q2
$887K Sell
15,557
-1,537
-9% -$87.6K 0.76% 29
2019
Q1
$918K Buy
17,094
+2,191
+15% +$118K 0.47% 32
2018
Q4
$673K Buy
14,903
+1,671
+13% +$75.5K 0.43% 39
2018
Q3
$682K Sell
13,232
-440
-3% -$22.7K 0.39% 37
2018
Q2
$603K Buy
13,672
+537
+4% +$23.7K 0.35% 37
2018
Q1
$601K Buy
13,135
+2,302
+21% +$105K 0.35% 38
2017
Q4
$512K Buy
+10,833
New +$512K 0.31% 49