Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$47.9K Hold
2,138
0.01% 325
2025
Q1
$48.6K Sell
2,138
-2,227
-51% -$50.6K 0.01% 312
2024
Q4
$87.5K Sell
4,365
-817
-16% -$16.4K 0.02% 278
2024
Q3
$122K Sell
5,182
-2,153
-29% -$50.5K 0.02% 265
2024
Q2
$227K Sell
7,335
-487
-6% -$15.1K 0.04% 211
2024
Q1
$346K Buy
7,822
+252
+3% +$11.1K 0.07% 185
2023
Q4
$380K Hold
7,570
0.08% 170
2023
Q3
$269K Hold
7,570
0.06% 192
2023
Q2
$253K Buy
7,570
+370
+5% +$12.4K 0.06% 193
2023
Q1
$235K Sell
7,200
-160
-2% -$5.23K 0.06% 194
2022
Q4
$195K Sell
7,360
-3,000
-29% -$79.3K 0.05% 209
2022
Q3
$267K Sell
10,360
-1,361
-12% -$35.1K 0.07% 186
2022
Q2
$439K Sell
11,721
-2,486
-17% -$93.1K 0.11% 164
2022
Q1
$704K Sell
14,207
-2,846
-17% -$141K 0.14% 141
2021
Q4
$878K Sell
17,053
-1,635
-9% -$84.2K 0.15% 134
2021
Q3
$996K Sell
18,688
-1,285
-6% -$68.5K 0.19% 119
2021
Q2
$1.12M Sell
19,973
-3,028
-13% -$170K 0.21% 120
2021
Q1
$1.47M Sell
23,001
-2,188
-9% -$140K 0.28% 106
2020
Q4
$1.26M Sell
25,189
-1,199
-5% -$59.7K 0.24% 113
2020
Q3
$1.37M Sell
26,388
-23,403
-47% -$1.21M 0.3% 96
2020
Q2
$2.98M Buy
49,791
+807
+2% +$48.3K 0.71% 42
2020
Q1
$2.65M Buy
48,984
+218
+0.4% +$11.8K 0.71% 46
2019
Q4
$2.92M Sell
48,766
-706
-1% -$42.3K 0.61% 56
2019
Q3
$2.55M Buy
49,472
+118
+0.2% +$6.08K 0.59% 59
2019
Q2
$2.36M Buy
49,354
+811
+2% +$38.8K 0.53% 62
2019
Q1
$2.61M Buy
48,543
+21,108
+77% +$1.13M 0.6% 53
2018
Q4
$1.29M Sell
27,435
-5,281
-16% -$248K 0.34% 86
2018
Q3
$1.55M Sell
32,716
-541
-2% -$25.6K 0.35% 88
2018
Q2
$1.65M Buy
33,257
+1,157
+4% +$57.5K 0.41% 76
2018
Q1
$1.67M Buy
32,100
+1,358
+4% +$70.7K 0.42% 77
2017
Q4
$1.42M Buy
30,742
+258
+0.8% +$11.9K 0.36% 87
2017
Q3
$1.16M Sell
30,484
-804
-3% -$30.6K 0.35% 89
2017
Q2
$1.06M Buy
31,288
+524
+2% +$17.7K 0.33% 91
2017
Q1
$1.11M Buy
30,764
+898
+3% +$32.4K 0.35% 85
2016
Q4
$1.08M Sell
29,866
-390
-1% -$14.1K 0.36% 82
2016
Q3
$1.14M Buy
30,256
+1,148
+4% +$43.3K 0.4% 77
2016
Q2
$955K Buy
29,108
+10
+0% +$328 0.34% 86
2016
Q1
$941K Sell
29,098
-489
-2% -$15.8K 0.35% 85
2015
Q4
$1.02M Buy
29,587
+117
+0.4% +$4.03K 0.38% 77
2015
Q3
$888K Sell
29,470
-10,189
-26% -$307K 0.35% 85
2015
Q2
$1.21M Sell
39,659
-2,915
-7% -$88.6K 0.42% 69
2015
Q1
$1.33M Sell
42,574
-1,172
-3% -$36.6K 0.44% 66
2014
Q4
$1.59M Sell
43,746
-557
-1% -$20.2K 0.52% 52
2014
Q3
$1.54M Buy
44,303
+7
+0% +$244 0.53% 49
2014
Q2
$1.37M Sell
44,296
-655
-1% -$20.2K 0.44% 62
2014
Q1
$1.16M Buy
44,951
+1,211
+3% +$31.3K 0.41% 68
2013
Q4
$1.14M Buy
43,740
+1,611
+4% +$41.8K 0.41% 69
2013
Q3
$966K Sell
42,129
-689
-2% -$15.8K 0.39% 74
2013
Q2
$1.04M Buy
+42,818
New +$1.04M 0.4% 79