Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
8,010
+1,312
+20% +$39.3K 0.02% 446
2025
Q1
$226K Sell
6,698
-6,469
-49% -$219K 0.02% 413
2024
Q4
$389K Buy
13,167
+10,671
+428% +$315K 0.03% 321
2024
Q3
$78.3K Buy
2,496
+106
+4% +$3.33K 0.01% 652
2024
Q2
$86.3K Sell
2,390
-425
-15% -$15.3K 0.01% 616
2024
Q1
$106K Sell
2,815
-36,238
-93% -$1.37M 0.01% 555
2023
Q4
$1.38M Buy
39,053
+806
+2% +$28.5K 0.14% 132
2023
Q3
$1.48M Buy
38,247
+2,254
+6% +$87.3K 0.17% 108
2023
Q2
$1.27M Sell
35,993
-2,455
-6% -$86.6K 0.15% 128
2023
Q1
$1.46M Sell
38,448
-588
-2% -$22.3K 0.19% 107
2022
Q4
$1.36M Buy
39,036
+1,261
+3% +$44K 0.2% 97
2022
Q3
$1.08M Buy
37,775
+35,392
+1,485% +$1.01M 0.18% 113
2022
Q2
$68K Sell
2,383
-1,800
-43% -$51.4K 0.01% 496
2022
Q1
$123K Sell
4,183
-343
-8% -$10.1K 0.02% 396
2021
Q4
$121K Sell
4,526
-927
-17% -$24.8K 0.02% 412
2021
Q3
$149K Sell
5,453
-581
-10% -$15.9K 0.02% 366
2021
Q2
$159K Buy
6,034
+186
+3% +$4.9K 0.03% 339
2021
Q1
$142K Buy
5,848
+1,227
+27% +$29.8K 0.03% 345
2020
Q4
$95K Sell
4,621
-1,972
-30% -$40.5K 0.02% 389
2020
Q3
$115K Buy
6,593
+2,241
+51% +$39.1K 0.03% 314
2020
Q2
$101K Buy
4,352
+3,032
+230% +$70.4K 0.03% 284
2020
Q1
$32K Hold
1,320
0.02% 260
2019
Q4
$50K Hold
1,320
0.02% 248
2019
Q3
$48K Sell
1,320
-389
-23% -$14.1K 0.03% 237
2019
Q2
$69K Buy
1,709
+671
+65% +$27.1K 0.04% 208
2019
Q1
$45K Sell
1,038
-15
-1% -$650 0.03% 228
2018
Q4
$39K Sell
1,053
-153
-13% -$5.67K 0.03% 214
2018
Q3
$53K Sell
1,206
-771
-39% -$33.9K 0.03% 218
2018
Q2
$85K Sell
1,977
-24
-1% -$1.03K 0.05% 190
2018
Q1
$75K Sell
2,001
-573
-22% -$21.5K 0.05% 189
2017
Q4
$99K Sell
2,574
-24
-0.9% -$923 0.07% 168
2017
Q3
$90K Sell
2,598
-43
-2% -$1.49K 0.05% 194
2017
Q2
$81K Buy
2,641
+752
+40% +$23.1K 0.05% 196
2017
Q1
$57K Sell
1,889
-72
-4% -$2.17K 0.04% 223
2016
Q4
$63K Buy
+1,961
New +$63K 0.05% 206