Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$496K Sell
9,127
-150
-2% -$8.16K 0.26% 67
2025
Q1
$539K Buy
9,277
+171
+2% +$9.94K 0.31% 64
2024
Q4
$629K Buy
9,106
+159
+2% +$11K 0.35% 60
2024
Q3
$596K Sell
8,947
-860
-9% -$57.3K 0.33% 60
2024
Q2
$727K Buy
9,807
+140
+1% +$10.4K 0.41% 54
2024
Q1
$964K Buy
9,667
+153
+2% +$15.3K 0.55% 52
2023
Q4
$788K Sell
9,514
-45
-0.5% -$3.73K 0.49% 51
2023
Q3
$589K Buy
9,559
+270
+3% +$16.6K 0.41% 53
2023
Q2
$609K Sell
9,289
-250
-3% -$16.4K 0.4% 54
2023
Q1
$464K Buy
9,539
+35
+0.4% +$1.7K 0.32% 60
2022
Q4
$402K Buy
9,504
+243
+3% +$10.3K 0.29% 59
2022
Q3
$407K Buy
9,261
+1,830
+25% +$80.4K 0.32% 61
2022
Q2
$404K Sell
7,431
-80
-1% -$4.35K 0.3% 62
2022
Q1
$491K Buy
7,511
+241
+3% +$15.8K 0.29% 62
2021
Q4
$982K Buy
7,270
+510
+8% +$68.9K 0.53% 51
2021
Q3
$689K Buy
6,760
+347
+5% +$35.4K 0.4% 59
2021
Q2
$655K Buy
6,413
+390
+6% +$39.8K 0.39% 57
2021
Q1
$551K Sell
6,023
-500
-8% -$45.7K 0.34% 60
2020
Q4
$546K Sell
6,523
-767
-11% -$64.2K 0.36% 57
2020
Q3
$522K Sell
7,290
-220
-3% -$15.8K 0.37% 55
2020
Q2
$488K Sell
7,510
-600
-7% -$39K 0.38% 54
2020
Q1
$325K Buy
8,110
+282
+4% +$11.3K 0.3% 61
2019
Q4
$352K Sell
7,828
-402
-5% -$18.1K 0.27% 70
2019
Q3
$374K Sell
8,230
-1,120
-12% -$50.9K 0.31% 66
2019
Q2
$335K Buy
9,350
+200
+2% +$7.17K 0.28% 71
2019
Q1
$281K Buy
9,150
+310
+4% +$9.52K 0.24% 71
2018
Q4
$262K Buy
8,840
+4,600
+108% +$136K 0.25% 72
2018
Q3
$163K Hold
4,240
0.13% 85
2018
Q2
$133K Buy
4,240
+3,840
+960% +$120K 0.11% 89
2018
Q1
$11K Buy
+400
New +$11K 0.01% 133