Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$464K Buy
10,723
+1,999
+23% +$86.5K 0.01% 198
2025
Q1
$396K Sell
8,724
-2,154
-20% -$97.7K 0.01% 210
2024
Q4
$435K Sell
10,878
-448
-4% -$17.9K 0.01% 201
2024
Q3
$509K Buy
11,326
+1,835
+19% +$82.4K 0.01% 196
2024
Q2
$391K Sell
9,491
-2,389
-20% -$98.5K 0.01% 196
2024
Q1
$498K Buy
11,880
+3,088
+35% +$130K 0.01% 198
2023
Q4
$331K Sell
8,792
-895
-9% -$33.7K ﹤0.01% 214
2023
Q3
$314K Sell
9,687
-731
-7% -$23.7K ﹤0.01% 219
2023
Q2
$387K Sell
10,418
-1,935
-16% -$72K 0.01% 208
2023
Q1
$480K Sell
12,353
-337
-3% -$13.1K 0.01% 197
2022
Q4
$500K Sell
12,690
-463
-4% -$18.2K 0.01% 187
2022
Q3
$499K Buy
13,153
+3,353
+34% +$127K 0.01% 181
2022
Q2
$497K Sell
9,800
-741
-7% -$37.6K 0.01% 174
2022
Q1
$537K Sell
10,541
-125
-1% -$6.37K 0.01% 186
2021
Q4
$554K Sell
10,666
-2,689
-20% -$140K 0.01% 186
2021
Q3
$721K Buy
13,355
+181
+1% +$9.77K 0.01% 160
2021
Q2
$738K Hold
13,174
0.01% 157
2021
Q1
$766K Sell
13,174
-4,055
-24% -$236K 0.01% 155
2020
Q4
$1.01M Sell
17,229
-13
-0.1% -$764 0.01% 135
2020
Q3
$1.03M Sell
17,242
-520
-3% -$30.9K 0.01% 128
2020
Q2
$979K Buy
17,762
+2,306
+15% +$127K 0.01% 125
2020
Q1
$830K Sell
15,456
-497
-3% -$26.7K 0.02% 133
2019
Q4
$980K Buy
15,953
+9
+0.1% +$553 0.02% 144
2019
Q3
$962K Buy
15,944
+2,853
+22% +$172K 0.02% 138
2019
Q2
$748K Sell
13,091
-175
-1% -$10K 0.01% 153
2019
Q1
$784K Buy
13,266
+2,025
+18% +$120K 0.02% 157
2018
Q4
$632K Buy
11,241
+50
+0.4% +$2.81K 0.02% 166
2018
Q3
$597K Hold
11,191
0.01% 178
2018
Q2
$563K Sell
11,191
-124
-1% -$6.24K 0.01% 178
2018
Q1
$541K Buy
11,315
+254
+2% +$12.1K 0.01% 185
2017
Q4
$585K Buy
11,061
+1,830
+20% +$96.8K 0.01% 153
2017
Q3
$457K Buy
9,231
+725
+9% +$35.9K 0.01% 135
2017
Q2
$380K Buy
8,506
+50
+0.6% +$2.23K 0.01% 143
2017
Q1
$412K Buy
8,456
+1,525
+22% +$74.3K 0.01% 122
2016
Q4
$370K Hold
6,931
0.01% 137
2016
Q3
$360K Sell
6,931
-145
-2% -$7.53K 0.01% 127
2016
Q2
$395K Sell
7,076
-150
-2% -$8.37K 0.01% 136
2016
Q1
$391K Buy
7,226
+29
+0.4% +$1.57K 0.01% 116
2015
Q4
$333K Buy
7,197
+79
+1% +$3.66K 0.01% 131
2015
Q3
$310K Buy
7,118
+2,644
+59% +$115K 0.01% 139
2015
Q2
$209K Buy
4,474
+145
+3% +$6.77K 0.01% 190
2015
Q1
$211K Hold
4,329
0.01% 160
2014
Q4
$203K Sell
4,329
-484
-10% -$22.7K ﹤0.01% 160
2014
Q3
$241K Sell
4,813
-700
-13% -$35.1K 0.01% 146
2014
Q2
$270K Sell
5,513
-3,088
-36% -$151K 0.01% 143
2014
Q1
$409K Buy
8,601
+3,316
+63% +$158K 0.01% 125
2013
Q4
$260K Hold
5,285
0.01% 215
2013
Q3
$247K Hold
5,285
0.01% 141
2013
Q2
$266K Buy
+5,285
New +$266K 0.01% 138