Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81.7K Sell
7,526
-2,170
-22% -$23.5K 0.01% 341
2025
Q1
$97.3K Buy
9,696
+2,416
+33% +$24.2K 0.02% 312
2024
Q4
$72.1K Sell
7,280
-7,360
-50% -$72.9K 0.01% 357
2024
Q3
$155K Hold
14,640
0.03% 266
2024
Q2
$184K Sell
14,640
-488
-3% -$6.12K 0.03% 241
2024
Q1
$201K Sell
15,128
-108
-0.7% -$1.43K 0.04% 234
2023
Q4
$186K Sell
15,236
-3,719
-20% -$45.3K 0.04% 232
2023
Q3
$235K Sell
18,955
-492
-3% -$6.11K 0.05% 207
2023
Q2
$294K Buy
19,447
+6,993
+56% +$106K 0.07% 187
2023
Q1
$157K Buy
12,454
+183
+1% +$2.31K 0.04% 238
2022
Q4
$143K Buy
12,271
+83
+0.7% +$965 0.04% 249
2022
Q3
$137K Sell
12,188
-2,684
-18% -$30.1K 0.04% 243
2022
Q2
$166K Buy
14,872
+4,205
+39% +$46.8K 0.04% 233
2022
Q1
$180K Sell
10,667
-705
-6% -$11.9K 0.05% 225
2021
Q4
$236K Sell
11,372
-2,821
-20% -$58.6K 0.06% 208
2021
Q3
$201K Buy
14,193
+47
+0.3% +$666 0.06% 208
2021
Q2
$210K Buy
14,146
+1,010
+8% +$15K 0.07% 205
2021
Q1
$161K Sell
13,136
-2,530
-16% -$31K 0.06% 212
2020
Q4
$138K Sell
15,666
-750
-5% -$6.59K 0.05% 202
2020
Q3
$109K Buy
16,416
+10,300
+168% +$68.6K 0.05% 216
2020
Q2
$37.2K Sell
6,116
-1,320
-18% -$8.03K 0.02% 332
2020
Q1
$35.9K Sell
7,436
-222
-3% -$1.07K 0.03% 306
2019
Q4
$71.2K Buy
7,658
+1,341
+21% +$12.5K 0.04% 269
2019
Q3
$57.9K Buy
6,317
+40
+0.6% +$366 0.04% 266
2019
Q2
$64.2K Buy
6,277
+36
+0.6% +$368 0.04% 253
2019
Q1
$54.8K Buy
6,241
+1,187
+23% +$10.4K 0.04% 260
2018
Q4
$38.7K Buy
5,054
+34
+0.7% +$260 0.03% 270
2018
Q3
$46.4K Buy
5,020
+1,631
+48% +$15.1K 0.03% 266
2018
Q2
$37.5K Buy
3,389
+525
+18% +$5.81K 0.03% 286
2018
Q1
$31.7K Sell
2,864
-8,479
-75% -$94K 0.03% 292
2017
Q4
$142K Sell
11,343
-6,344
-36% -$79.2K 0.12% 163
2017
Q3
$212K Sell
17,687
-7,368
-29% -$88.2K 0.2% 125
2017
Q2
$280K Sell
25,055
-19,752
-44% -$221K 0.22% 107
2017
Q1
$522K Sell
44,807
-7,432
-14% -$86.7K 0.45% 59
2016
Q4
$634K Buy
+52,239
New +$634K 0.57% 40