Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Buy
7,446
+233
+3% +$8.95K ﹤0.01% 438
2025
Q1
$279K Sell
7,213
-656
-8% -$25.4K 0.01% 419
2024
Q4
$266K Sell
7,869
-1,068
-12% -$36.1K 0.01% 432
2024
Q3
$365K Buy
8,937
+83
+0.9% +$3.39K 0.01% 390
2024
Q2
$341K Sell
8,854
-300
-3% -$11.6K 0.01% 389
2024
Q1
$392K Sell
9,154
-18
-0.2% -$772 0.01% 376
2023
Q4
$340K Buy
9,172
+18
+0.2% +$667 0.01% 388
2023
Q3
$332K Buy
9,154
+737
+9% +$26.7K 0.01% 367
2023
Q2
$300K Sell
8,417
-460
-5% -$16.4K 0.01% 383
2023
Q1
$316K Hold
8,877
0.01% 370
2022
Q4
$312K Buy
8,877
+960
+12% +$33.7K 0.01% 358
2022
Q3
$233K Sell
7,917
-1
-0% -$29 0.01% 378
2022
Q2
$431K Buy
7,918
+88
+1% +$4.79K 0.02% 306
2022
Q1
$426K Hold
7,830
0.01% 322
2021
Q4
$432K Hold
7,830
0.01% 314
2021
Q3
$374K Sell
7,830
-80
-1% -$3.82K 0.01% 312
2021
Q2
$394K Sell
7,910
-4,640
-37% -$231K 0.02% 309
2021
Q1
$560K Buy
12,550
+4,640
+59% +$207K 0.02% 244
2020
Q4
$364K Sell
7,910
-58
-0.7% -$2.67K 0.02% 273
2020
Q3
$375K Sell
7,968
-518
-6% -$24.4K 0.02% 256
2020
Q2
$433K Hold
8,486
0.02% 242
2020
Q1
$402K Buy
8,486
+226
+3% +$10.7K 0.03% 230
2019
Q4
$485K Sell
8,260
-196
-2% -$11.5K 0.03% 237
2019
Q3
$451K Buy
8,456
+101
+1% +$5.39K 0.03% 245
2019
Q2
$418K Buy
8,355
+95
+1% +$4.75K 0.03% 251
2019
Q1
$432K Sell
8,260
-276
-3% -$14.4K 0.03% 244
2018
Q4
$407K Buy
8,536
+292
+4% +$13.9K 0.03% 243
2018
Q3
$414K Buy
8,244
+719
+10% +$36.1K 0.03% 253
2018
Q2
$379K Sell
7,525
-13,036
-63% -$657K 0.03% 235
2018
Q1
$1M Buy
20,561
+682
+3% +$33.3K 0.07% 179
2017
Q4
$881K Hold
19,879
0.06% 185
2017
Q3
$1.01M Sell
19,879
-2,379
-11% -$121K 0.07% 166
2017
Q2
$1.2M Sell
22,258
-199
-0.9% -$10.7K 0.09% 146
2017
Q1
$1.18M Hold
22,457
0.09% 145
2016
Q4
$1.08M Buy
+22,457
New +$1.08M 0.09% 149
2015
Q4
$504K Buy
+9,998
New +$504K 0.05% 177
2014
Q4
$539K Buy
+10,089
New +$539K 0.06% 155
2013
Q4
$836K Buy
+12,521
New +$836K 0.1% 109