Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.7K Sell
149
-294
-66% -$42.8K ﹤0.01% 1535
2025
Q1
$77.5K Sell
443
-335
-43% -$58.6K ﹤0.01% 1008
2024
Q4
$163K Sell
778
-506
-39% -$106K ﹤0.01% 777
2024
Q3
$369K Sell
1,284
-46
-3% -$13.2K ﹤0.01% 574
2024
Q2
$417K Sell
1,330
-118
-8% -$37K ﹤0.01% 534
2024
Q1
$486K Buy
1,448
+215
+17% +$72.2K ﹤0.01% 496
2023
Q4
$349K Sell
1,233
-185
-13% -$52.4K ﹤0.01% 542
2023
Q3
$349K Sell
1,418
-218
-13% -$53.7K ﹤0.01% 526
2023
Q2
$409K Buy
1,636
+363
+29% +$90.8K ﹤0.01% 512
2023
Q1
$272K Sell
1,273
-103
-7% -$22K ﹤0.01% 577
2022
Q4
$267K Sell
1,376
-64
-4% -$12.4K ﹤0.01% 574
2022
Q3
$265K Buy
1,440
+730
+103% +$134K ﹤0.01% 549
2022
Q2
$154K Buy
710
+362
+104% +$78.5K ﹤0.01% 671
2022
Q1
$84K Sell
348
-105
-23% -$25.3K ﹤0.01% 903
2021
Q4
$140K Buy
453
+320
+241% +$98.9K ﹤0.01% 747
2021
Q3
$35K Buy
133
+4
+3% +$1.05K ﹤0.01% 1075
2021
Q2
$27K Sell
129
-33
-20% -$6.91K ﹤0.01% 1115
2021
Q1
$32K Buy
162
+3
+2% +$593 ﹤0.01% 984
2020
Q4
$31K Buy
159
+17
+12% +$3.31K ﹤0.01% 960
2020
Q3
$27K Buy
142
+13
+10% +$2.47K ﹤0.01% 949
2020
Q2
$22K Sell
129
-19
-13% -$3.24K ﹤0.01% 996
2020
Q1
$20K Sell
148
-24
-14% -$3.24K ﹤0.01% 1032
2019
Q4
$30K Sell
172
-30
-15% -$5.23K ﹤0.01% 1105
2019
Q3
$30K Sell
202
-34
-14% -$5.05K ﹤0.01% 985
2019
Q2
$36K Sell
236
-36
-13% -$5.49K ﹤0.01% 944
2019
Q1
$37K Sell
272
-278
-51% -$37.8K ﹤0.01% 927
2018
Q4
$71K Sell
550
-383
-41% -$49.4K ﹤0.01% 745
2018
Q3
$143K Sell
933
-317
-25% -$48.6K ﹤0.01% 620
2018
Q2
$166K Sell
1,250
-239
-16% -$31.7K ﹤0.01% 587
2018
Q1
$176K Sell
1,489
-127
-8% -$15K ﹤0.01% 589
2017
Q4
$181K Sell
1,616
-20
-1% -$2.24K ﹤0.01% 594
2017
Q3
$186K Buy
1,636
+6
+0.4% +$682 ﹤0.01% 586
2017
Q2
$159K Buy
1,630
+77
+5% +$7.51K ﹤0.01% 614
2017
Q1
$124K Sell
1,553
-91
-6% -$7.27K ﹤0.01% 672
2016
Q4
$124K Sell
1,644
-840
-34% -$63.4K ﹤0.01% 673
2016
Q3
$192K Sell
2,484
-252
-9% -$19.5K ﹤0.01% 610
2016
Q2
$192K Sell
2,736
-809
-23% -$56.8K ﹤0.01% 552
2016
Q1
$250K Buy
3,545
+343
+11% +$24.2K 0.01% 581
2015
Q4
$249K Buy
3,202
+3
+0.1% +$233 0.01% 539
2015
Q3
$227K Sell
3,199
-323
-9% -$22.9K 0.01% 581
2015
Q2
$237K Sell
3,522
-23
-0.6% -$1.55K 0.01% 612
2015
Q1
$250K Buy
3,545
+91
+3% +$6.42K 0.01% 584
2014
Q4
$176K Buy
+3,454
New +$176K ﹤0.01% 717