Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$629K Buy
4,129
+8
+0.2% +$1.22K 0.05% 285
2025
Q1
$605K Sell
4,121
-285
-6% -$41.9K 0.05% 263
2024
Q4
$569K Sell
4,406
-93
-2% -$12K 0.05% 268
2024
Q3
$615K Sell
4,499
-97
-2% -$13.3K 0.05% 260
2024
Q2
$470K Sell
4,596
-656
-12% -$67K 0.04% 284
2024
Q1
$466K Buy
5,252
+327
+7% +$29K 0.04% 271
2023
Q4
$450K Buy
4,925
+2,987
+154% +$273K 0.05% 257
2023
Q3
$152K Buy
1,938
+241
+14% +$18.9K 0.02% 400
2023
Q2
$142K Buy
1,697
+74
+5% +$6.19K 0.02% 411
2023
Q1
$143K Buy
1,623
+275
+20% +$24.2K 0.02% 394
2022
Q4
$135K Sell
1,348
-12
-0.9% -$1.2K 0.02% 394
2022
Q3
$126K Sell
1,360
-35
-3% -$3.24K 0.02% 382
2022
Q2
$151K Sell
1,395
-279
-17% -$30.2K 0.02% 346
2022
Q1
$208K Buy
1,674
+9
+0.5% +$1.12K 0.03% 294
2021
Q4
$247K Sell
1,665
-203
-11% -$30.1K 0.04% 272
2021
Q3
$274K Sell
1,868
-410
-18% -$60.1K 0.05% 260
2021
Q2
$378K Buy
2,278
+494
+28% +$82K 0.07% 209
2021
Q1
$287K Sell
1,784
-935
-34% -$150K 0.06% 232
2020
Q4
$397K Sell
2,719
-864
-24% -$126K 0.08% 173
2020
Q3
$480K Sell
3,583
-293
-8% -$39.3K 0.12% 143
2020
Q2
$505K Buy
3,876
+2,057
+113% +$268K 0.15% 114
2020
Q1
$208K Buy
1,819
+1,637
+899% +$187K 0.11% 120
2019
Q4
$27K Sell
182
-7
-4% -$1.04K 0.01% 304
2019
Q3
$25K Buy
189
+7
+4% +$926 0.01% 313
2019
Q2
$26K Buy
182
+1
+0.6% +$143 0.01% 292
2019
Q1
$31K Buy
181
+121
+202% +$20.7K 0.02% 256
2018
Q4
$10K Buy
60
+46
+329% +$7.67K 0.01% 365
2018
Q3
$3K Sell
14
-77
-85% -$16.5K ﹤0.01% 608
2018
Q2
$15K Sell
91
-362
-80% -$59.7K 0.01% 404
2018
Q1
$83K Sell
453
-21
-4% -$3.85K 0.05% 184
2017
Q4
$93K Buy
474
+338
+249% +$66.3K 0.06% 173
2017
Q3
$24K Hold
136
0.01% 304
2017
Q2
$24K Sell
136
-180
-57% -$31.8K 0.02% 301
2017
Q1
$51K Sell
316
-54
-15% -$8.72K 0.04% 233
2016
Q4
$55K Buy
+370
New +$55K 0.04% 219