Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$439K Sell
14,682
-626
-4% -$18.7K 0.01% 561
2025
Q1
$517K Buy
15,308
+2,119
+16% +$71.6K 0.01% 514
2024
Q4
$390K Buy
13,189
+2,944
+29% +$87K 0.01% 521
2024
Q3
$322K Sell
10,245
-248
-2% -$7.79K ﹤0.01% 552
2024
Q2
$379K Sell
10,493
-379
-3% -$13.7K 0.01% 498
2024
Q1
$410K Sell
10,872
-42
-0.4% -$1.58K 0.01% 491
2023
Q4
$386K Sell
10,914
-59
-0.5% -$2.09K 0.01% 498
2023
Q3
$425K Sell
10,973
-760
-6% -$29.4K 0.01% 465
2023
Q2
$414K Sell
11,733
-368
-3% -$13K 0.01% 484
2023
Q1
$459K Sell
12,101
-2,728
-18% -$104K 0.01% 456
2022
Q4
$518K Hold
14,829
0.01% 442
2022
Q3
$423K Buy
14,829
+148
+1% +$4.22K 0.01% 457
2022
Q2
$416K Hold
14,681
0.01% 479
2022
Q1
$431K Sell
14,681
-1,454
-9% -$42.7K 0.01% 497
2021
Q4
$430K Sell
16,135
-3,478
-18% -$92.7K 0.01% 497
2021
Q3
$536K Buy
19,613
+264
+1% +$7.22K 0.01% 464
2021
Q2
$511K Buy
19,349
+120
+0.6% +$3.17K 0.01% 466
2021
Q1
$468K Hold
19,229
0.01% 462
2020
Q4
$394K Sell
19,229
-860
-4% -$17.6K 0.01% 464
2020
Q3
$351K Sell
20,089
-6,851
-25% -$120K 0.01% 449
2020
Q2
$629K Buy
26,940
+238
+0.9% +$5.56K 0.02% 350
2020
Q1
$651K Sell
26,702
-1,466
-5% -$35.7K 0.02% 311
2019
Q4
$1.06M Buy
28,168
+1,376
+5% +$51.9K 0.02% 276
2019
Q3
$1.02M Sell
26,792
-47
-0.2% -$1.79K 0.03% 270
2019
Q2
$1.1M Sell
26,839
-10,412
-28% -$427K 0.03% 248
2019
Q1
$1.6M Sell
37,251
-700
-2% -$30.1K 0.04% 210
2018
Q4
$1.4M Sell
37,951
-573
-1% -$21.1K 0.04% 210
2018
Q3
$1.7M Sell
38,524
-556
-1% -$24.5K 0.05% 208
2018
Q2
$1.68M Sell
39,080
-917
-2% -$39.4K 0.05% 209
2018
Q1
$1.51M Sell
39,997
-1,265
-3% -$47.7K 0.05% 218
2017
Q4
$1.59M Sell
41,262
-3,607
-8% -$139K 0.05% 210
2017
Q3
$1.56M Sell
44,869
-773
-2% -$26.8K 0.05% 205
2017
Q2
$1.4M Sell
45,642
-761
-2% -$23.4K 0.04% 219
2017
Q1
$1.4M Sell
46,403
-1,227
-3% -$36.9K 0.04% 219
2016
Q4
$1.53M Sell
47,630
-1,826
-4% -$58.5K 0.05% 213
2016
Q3
$1.46M Sell
49,456
-1,230
-2% -$36.4K 0.05% 214
2016
Q2
$1.51M Sell
50,686
-926
-2% -$27.7K 0.05% 206
2016
Q1
$1.31M Buy
+51,612
New +$1.31M 0.05% 222