Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$159K Sell
6,493
-1,958
-23% -$47.9K ﹤0.01% 1075
2025
Q1
$386K Buy
8,451
+3,155
+60% +$144K 0.01% 986
2024
Q4
$173K Buy
5,296
+35
+0.7% +$1.14K 0.01% 891
2024
Q3
$189K Buy
5,261
+3,607
+218% +$129K 0.01% 783
2024
Q2
$57.9K Sell
1,654
-14
-0.8% -$490 ﹤0.01% 1022
2024
Q1
$50.4K Sell
1,668
-612
-27% -$18.5K ﹤0.01% 1061
2023
Q4
$68.6K Sell
2,280
-700
-23% -$21.1K ﹤0.01% 960
2023
Q3
$76.6K Buy
2,980
+705
+31% +$18.1K ﹤0.01% 953
2023
Q2
$69.9K Hold
2,275
﹤0.01% 980
2023
Q1
$66.8K Sell
2,275
-1
-0% -$29 ﹤0.01% 981
2022
Q4
$61.2K Sell
2,276
-100
-4% -$2.69K ﹤0.01% 978
2022
Q3
$59K Sell
2,376
-4,404
-65% -$109K ﹤0.01% 972
2022
Q2
$216K Sell
6,780
-3
-0% -$96 0.01% 724
2022
Q1
$246K Sell
6,783
-3,900
-37% -$141K 0.01% 723
2021
Q4
$402K Sell
10,683
-68
-0.6% -$2.56K 0.02% 650
2021
Q3
$301K Buy
10,751
+583
+6% +$16.3K 0.01% 712
2021
Q2
$312K Sell
10,168
-10,671
-51% -$327K 0.01% 679
2021
Q1
$710K Buy
20,839
+653
+3% +$22.2K 0.02% 533
2020
Q4
$367K Buy
20,186
+7,766
+63% +$141K 0.01% 627
2020
Q3
$227K Sell
12,420
-3,242
-21% -$59.3K 0.01% 646
2020
Q2
$260K Buy
15,662
+42
+0.3% +$697 0.01% 586
2020
Q1
$263K Sell
15,620
-5,697
-27% -$95.9K 0.02% 532
2019
Q4
$437K Buy
21,317
+1,480
+7% +$30.3K 0.02% 470
2019
Q3
$367K Sell
19,837
-967
-5% -$17.9K 0.02% 478
2019
Q2
$432K Sell
20,804
-202
-1% -$4.2K 0.03% 443
2019
Q1
$408K Sell
21,006
-680
-3% -$13.2K 0.03% 453
2018
Q4
$441K Sell
21,686
-26
-0.1% -$529 0.03% 402
2018
Q3
$559K Buy
21,712
+3,397
+19% +$87.5K 0.04% 361
2018
Q2
$415K Buy
18,315
+170
+0.9% +$3.85K 0.03% 358
2018
Q1
$397K Sell
18,145
-156
-0.9% -$3.41K 0.03% 354
2017
Q4
$384K Sell
18,301
-524
-3% -$11K 0.03% 375
2017
Q3
$375K Buy
18,825
+813
+5% +$16.2K 0.04% 360
2017
Q2
$314K Sell
18,012
-728
-4% -$12.7K 0.03% 385
2017
Q1
$335K Sell
18,740
-334
-2% -$5.97K 0.03% 364
2016
Q4
$283K Sell
19,074
-157
-0.8% -$2.33K 0.04% 373
2016
Q3
$298K Sell
19,231
-1,078
-5% -$16.7K 0.04% 360
2016
Q2
$258K Sell
20,309
-450
-2% -$5.72K 0.04% 381
2016
Q1
$254K Buy
+20,759
New +$254K 0.04% 380