Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.9K Sell
1,315
-150
-10% -$3.63K 0.01% 185
2025
Q1
$37.1K Buy
1,465
+325
+29% +$8.24K 0.01% 180
2024
Q4
$30.2K Hold
1,140
0.01% 187
2024
Q3
$33K Sell
1,140
-425
-27% -$12.3K 0.01% 184
2024
Q2
$43.8K Sell
1,565
-125
-7% -$3.5K 0.02% 176
2024
Q1
$46.9K Sell
1,690
-4,875
-74% -$135K 0.02% 172
2023
Q4
$189K Sell
6,565
-4,512
-41% -$130K 0.08% 127
2023
Q3
$367K Sell
11,077
-638
-5% -$21.2K 0.17% 104
2023
Q2
$430K Buy
11,715
+165
+1% +$6.05K 0.24% 89
2023
Q1
$471K Buy
11,550
+1,035
+10% +$42.2K 0.28% 86
2022
Q4
$539K Buy
10,515
+975
+10% +$50K 0.35% 78
2022
Q3
$417K Buy
9,540
+100
+1% +$4.37K 0.28% 92
2022
Q2
$495K Buy
9,440
+3,050
+48% +$160K 0.32% 85
2022
Q1
$331K Buy
6,390
+1,325
+26% +$68.6K 0.2% 95
2021
Q4
$299K Hold
5,065
0.17% 106
2021
Q3
$218K Sell
5,065
-200
-4% -$8.61K 0.14% 110
2021
Q2
$206K Buy
5,265
+50
+1% +$1.96K 0.13% 112
2021
Q1
$189K Sell
5,215
-50
-0.9% -$1.81K 0.14% 110
2020
Q4
$194K Sell
5,265
-584
-10% -$21.5K 0.14% 101
2020
Q3
$204K Sell
5,849
-210
-3% -$7.32K 0.16% 96
2020
Q2
$188K Buy
+6,059
New +$188K 0.16% 98
2019
Q4
$246K Sell
6,613
-1,291
-16% -$48K 0.2% 88
2019
Q3
$269K Sell
7,904
-3,057
-28% -$104K 0.24% 87
2019
Q2
$450K Buy
10,961
+1,187
+12% +$48.7K 0.41% 73
2019
Q1
$394K Buy
+9,774
New +$394K 0.37% 78
2018
Q3
$293K Hold
7,007
0.26% 90
2018
Q2
$265K Buy
7,007
+104
+2% +$3.93K 0.24% 93
2018
Q1
$232K Buy
6,903
+405
+6% +$13.6K 0.23% 99
2017
Q4
$223K Buy
+6,498
New +$223K 0.21% 101
2015
Q2
$331K Sell
10,405
-1,159
-10% -$36.9K 0.31% 92
2015
Q1
$382K Buy
11,564
+527
+5% +$17.4K 0.35% 89
2014
Q4
$326K Buy
11,037
+158
+1% +$4.67K 0.3% 88
2014
Q3
$305K Buy
10,879
+369
+4% +$10.3K 0.29% 90
2014
Q2
$296K Sell
10,510
-211
-2% -$5.94K 0.28% 88
2014
Q1
$327K Sell
10,721
-213
-2% -$6.5K 0.32% 85
2013
Q4
$318K Buy
+10,934
New +$318K 0.31% 88