Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.87K Sell
355
-4,400
-93% -$97.5K ﹤0.01% 646
2025
Q1
$109K Sell
4,755
-42
-0.9% -$964 0.01% 308
2024
Q4
$111K Buy
4,797
+277
+6% +$6.42K 0.02% 285
2024
Q3
$157K Sell
4,520
-171
-4% -$5.95K 0.02% 248
2024
Q2
$152K Sell
4,691
-1,206
-20% -$39K 0.02% 250
2024
Q1
$200K Sell
5,897
-17,531
-75% -$596K 0.03% 226
2023
Q4
$923K Sell
23,428
-3,611
-13% -$142K 0.17% 98
2023
Q3
$1.03M Buy
27,039
+2,200
+9% +$84K 0.21% 87
2023
Q2
$1.13M Sell
24,839
-1,508
-6% -$68.8K 0.23% 83
2023
Q1
$1.18M Sell
26,347
-203
-0.8% -$9.09K 0.25% 78
2022
Q4
$1.17M Buy
26,550
+1,904
+8% +$83.6K 0.26% 84
2022
Q3
$1.03M Sell
24,646
-1,123
-4% -$47.1K 0.26% 83
2022
Q2
$1.27M Buy
25,769
+822
+3% +$40.4K 0.3% 71
2022
Q1
$1.38M Sell
24,947
-517
-2% -$28.7K 0.27% 77
2021
Q4
$1.33M Sell
25,464
-158
-0.6% -$8.22K 0.25% 86
2021
Q3
$1.28M Buy
25,622
+617
+2% +$30.9K 0.27% 80
2021
Q2
$1.23M Buy
25,005
+867
+4% +$42.8K 0.27% 84
2021
Q1
$1.09M Sell
24,138
-542
-2% -$24.5K 0.26% 89
2020
Q4
$1.06M Buy
24,680
+1,459
+6% +$62.4K 0.27% 85
2020
Q3
$963K Sell
23,221
-1,721
-7% -$71.4K 0.29% 81
2020
Q2
$1.04M Buy
24,942
+1,718
+7% +$71.8K 0.34% 72
2020
Q1
$949K Buy
23,224
+279
+1% +$11.4K 0.37% 75
2019
Q4
$1.06M Sell
22,945
-544
-2% -$25.2K 0.32% 80
2019
Q3
$1.14M Buy
23,489
+1,003
+4% +$48.6K 0.37% 76
2019
Q2
$1.02M Buy
22,486
+261
+1% +$11.9K 0.37% 69
2019
Q1
$986K Buy
22,225
+1,619
+8% +$71.8K 0.38% 67
2018
Q4
$815K Sell
20,606
-3,504
-15% -$139K 0.38% 65
2018
Q3
$977K Sell
24,110
-2,100
-8% -$85.1K 0.4% 65
2018
Q2
$1.06M Buy
26,210
+395
+2% +$16K 0.45% 57
2018
Q1
$1.11M Buy
25,815
+1,384
+6% +$59.6K 0.49% 54
2017
Q4
$1.17M Buy
24,431
+1,874
+8% +$90K 0.51% 49
2017
Q3
$1.06M Buy
22,557
+1,782
+9% +$83.4K 0.51% 48
2017
Q2
$936K Buy
20,775
+1,049
+5% +$47.3K 0.6% 41
2017
Q1
$873K Sell
19,726
-2,831
-13% -$125K 0.72% 34
2016
Q4
$975K Buy
22,557
+1,655
+8% +$71.5K 0.74% 37
2016
Q3
$965K Buy
20,902
+1,542
+8% +$71.2K 0.82% 34
2016
Q2
$916K Buy
19,360
+1,556
+9% +$73.6K 0.82% 33
2016
Q1
$811K Buy
17,804
+913
+5% +$41.6K 0.74% 37
2015
Q4
$653K Buy
+16,891
New +$653K 0.59% 43