Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$492K Sell
2,250
-23
-1% -$5.03K 0.06% 164
2025
Q1
$318K Sell
2,273
-100
-4% -$14K 0.04% 174
2024
Q4
$395K Buy
2,373
+567
+31% +$94.5K 0.05% 167
2024
Q3
$312K Sell
1,806
-86
-5% -$14.8K 0.11% 146
2024
Q2
$270K Sell
1,892
-43
-2% -$6.14K 0.1% 152
2024
Q1
$243K Sell
1,935
-76
-4% -$9.54K 0.09% 160
2023
Q4
$213K Sell
2,011
-78
-4% -$8.27K 0.08% 169
2023
Q3
$221K Sell
2,089
-585
-22% -$61.9K 0.09% 154
2023
Q2
$321K Sell
2,674
-1,462
-35% -$175K 0.13% 134
2023
Q1
$390K Buy
4,136
+355
+9% +$33.5K 0.14% 138
2022
Q4
$309K Sell
3,781
-74
-2% -$6.05K 0.12% 147
2022
Q3
$235K Sell
3,855
-115
-3% -$7.01K 0.1% 164
2022
Q2
$277K Buy
3,970
+69
+2% +$4.81K 0.11% 156
2022
Q1
$323K Sell
3,901
-107
-3% -$8.86K 0.11% 141
2021
Q4
$349K Sell
4,008
-479
-11% -$41.7K 0.12% 131
2021
Q3
$391K Sell
4,487
-216
-5% -$18.8K 0.13% 126
2021
Q2
$366K Sell
4,703
-150
-3% -$11.7K 0.11% 133
2021
Q1
$340K Sell
4,853
-1,108
-19% -$77.6K 0.11% 139
2020
Q4
$386K Sell
5,961
-913
-13% -$59.1K 0.12% 126
2020
Q3
$410K Sell
6,874
-1,204
-15% -$71.8K 0.13% 116
2020
Q2
$446K Sell
8,078
-724
-8% -$40K 0.12% 99
2020
Q1
$425K Sell
8,802
-394
-4% -$19K 0.12% 119
2019
Q4
$487K Sell
9,196
-583
-6% -$30.9K 0.11% 130
2019
Q3
$538K Sell
9,779
-2,236
-19% -$123K 0.14% 97
2019
Q2
$684K Sell
12,015
-288
-2% -$16.4K 0.15% 86
2019
Q1
$661K Sell
12,303
-427
-3% -$22.9K 0.14% 85
2018
Q4
$575K Sell
12,730
-381
-3% -$17.2K 0.13% 92
2018
Q3
$676K Buy
13,111
+641
+5% +$33.1K 0.17% 84
2018
Q2
$549K Sell
12,470
-275
-2% -$12.1K 0.14% 89
2018
Q1
$583K Sell
12,745
-357
-3% -$16.3K 0.15% 80
2017
Q4
$619K Buy
+13,102
New +$619K 0.19% 72