Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Buy
3,009
+60
+2% +$4.83K 0.01% 668
2025
Q1
$237K Buy
2,949
+22
+0.8% +$1.77K 0.01% 623
2024
Q4
$240K Buy
+2,927
New +$240K 0.01% 593
2024
Q3
Sell
-2,935
Closed -$206K 531
2024
Q2
$206K Buy
+2,935
New +$206K 0.01% 592
2024
Q1
Sell
-3,836
Closed -$254K 495
2023
Q4
$254K Buy
3,836
+91
+2% +$6.02K 0.02% 501
2023
Q3
$236K Buy
+3,745
New +$236K 0.02% 485
2023
Q2
Sell
-3,583
Closed -$208K 434
2023
Q1
$208K Buy
3,583
+403
+13% +$23.4K 0.02% 486
2022
Q4
$230K Buy
+3,180
New +$230K 0.02% 440
2022
Q2
Sell
-3,199
Closed -$224K 507
2022
Q1
$224K Sell
3,199
-6
-0.2% -$420 0.02% 454
2021
Q4
$200K Buy
+3,205
New +$200K 0.02% 481
2019
Q3
Sell
-5,281
Closed -$262K 426
2019
Q2
$262K Sell
5,281
-394
-7% -$19.5K 0.05% 293
2019
Q1
$241K Sell
5,675
-302
-5% -$12.8K 0.05% 296
2018
Q4
$245K Sell
5,977
-201
-3% -$8.24K 0.06% 268
2018
Q3
$288K Buy
6,178
+884
+17% +$41.2K 0.05% 301
2018
Q2
$230K Sell
5,294
-1,139
-18% -$49.5K 0.05% 319
2018
Q1
$295K Buy
6,433
+359
+6% +$16.5K 0.07% 269
2017
Q4
$307K Buy
+6,074
New +$307K 0.07% 257