Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Sell
6,139
-19
-0.3% -$3.98K 0.01% 591
2025
Q1
$1.12M Sell
6,158
-207
-3% -$37.5K 0.01% 604
2024
Q4
$1.21M Buy
6,365
+36
+0.6% +$6.83K 0.01% 587
2024
Q3
$1.15M Sell
6,329
-9
-0.1% -$1.64K 0.01% 607
2024
Q2
$1M Sell
6,338
-350
-5% -$55.3K 0.01% 626
2024
Q1
$974K Buy
6,688
+163
+2% +$23.7K 0.01% 633
2023
Q4
$828K Buy
6,525
+26
+0.4% +$3.3K 0.01% 667
2023
Q3
$691K Sell
6,499
-539
-8% -$57.3K 0.01% 685
2023
Q2
$772K Buy
7,038
+83
+1% +$9.1K 0.01% 647
2023
Q1
$703K Buy
6,955
+462
+7% +$46.7K 0.01% 674
2022
Q4
$648K Buy
6,493
+452
+7% +$45.1K 0.01% 679
2022
Q3
$492K Buy
6,041
+1,652
+38% +$135K ﹤0.01% 774
2022
Q2
$360K Buy
4,389
+558
+15% +$45.8K ﹤0.01% 890
2022
Q1
$368K Buy
3,831
+348
+10% +$33.4K ﹤0.01% 921
2021
Q4
$321K Buy
3,483
+59
+2% +$5.44K ﹤0.01% 1001
2021
Q3
$295K Sell
3,424
-108
-3% -$9.31K ﹤0.01% 1006
2021
Q2
$291K Buy
3,532
+98
+3% +$8.07K ﹤0.01% 1020
2021
Q1
$272K Sell
3,434
-1,144
-25% -$90.6K ﹤0.01% 1005
2020
Q4
$335K Buy
4,578
+17
+0.4% +$1.24K ﹤0.01% 913
2020
Q3
$282K Sell
4,561
-4,745
-51% -$293K ﹤0.01% 882
2020
Q2
$536K Buy
9,306
+3,300
+55% +$190K 0.01% 641
2020
Q1
$289K Buy
6,006
+1,236
+26% +$59.5K ﹤0.01% 772
2019
Q4
$371K Buy
4,770
+1,411
+42% +$110K ﹤0.01% 749
2019
Q3
$242K Buy
3,359
+471
+16% +$33.9K ﹤0.01% 842
2019
Q2
$208K Sell
2,888
-2,064
-42% -$149K ﹤0.01% 873
2019
Q1
$365K Buy
+4,952
New +$365K ﹤0.01% 661
2017
Q3
Sell
-4,954
Closed -$453K 848
2017
Q2
$453K Buy
4,954
+335
+7% +$30.6K 0.01% 569
2017
Q1
$360K Buy
4,619
+750
+19% +$58.5K 0.01% 618
2016
Q4
$321K Sell
3,869
-200
-5% -$16.6K ﹤0.01% 629
2016
Q3
$332K Sell
4,069
-95
-2% -$7.75K 0.01% 620
2016
Q2
$292K Buy
+4,164
New +$292K ﹤0.01% 663