Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Sell
5,760
-1,522
-21% -$66.3K 0.01% 1154
2025
Q1
$344K Buy
7,282
+209
+3% +$9.87K 0.01% 926
2024
Q4
$346K Buy
7,073
+243
+4% +$11.9K 0.01% 887
2024
Q3
$373K Sell
6,830
-1,274
-16% -$69.6K 0.01% 808
2024
Q2
$411K Sell
8,104
-1,875
-19% -$95.1K 0.02% 725
2024
Q1
$577K Buy
9,979
+250
+3% +$14.5K 0.03% 569
2023
Q4
$544K Sell
9,729
-835
-8% -$46.7K 0.03% 558
2023
Q3
$574K Buy
10,564
+1,232
+13% +$67K 0.03% 546
2023
Q2
$551K Buy
9,332
+5,069
+119% +$299K 0.02% 619
2023
Q1
$196K Sell
4,263
-10,534
-71% -$485K 0.01% 953
2022
Q4
$680K Sell
14,797
-2,081
-12% -$95.6K 0.02% 766
2022
Q3
$779K Buy
16,878
+851
+5% +$39.3K 0.02% 726
2022
Q2
$743K Hold
16,027
0.02% 679
2022
Q1
$743K Buy
16,027
+11,937
+292% +$553K 0.02% 679
2021
Q4
$235K Buy
4,090
+232
+6% +$13.3K ﹤0.01% 865
2021
Q3
$232K Buy
3,858
+370
+11% +$22.3K ﹤0.01% 858
2021
Q2
$233K Buy
3,488
+2,155
+162% +$144K ﹤0.01% 835
2021
Q1
$85K Buy
1,333
+5
+0.4% +$319 ﹤0.01% 1237
2020
Q4
$80K Sell
1,328
-2
-0.2% -$120 ﹤0.01% 1239
2020
Q3
$69K Sell
1,330
-293
-18% -$15.2K ﹤0.01% 1161
2020
Q2
$84K Sell
1,623
-828
-34% -$42.9K 0.01% 989
2020
Q1
$110K Buy
2,451
+876
+56% +$39.3K 0.01% 786
2019
Q4
$95K Sell
1,575
-1,194
-43% -$72K 0.01% 975
2019
Q3
$162K Buy
+2,769
New +$162K 0.01% 842
2019
Q1
$88K Sell
1,429
-2,148
-60% -$132K 0.01% 739
2018
Q4
$188K Sell
3,577
-1,580
-31% -$83K 0.01% 892
2018
Q3
$286K Buy
5,157
+1,265
+33% +$70.2K 0.01% 899
2018
Q2
$204K Buy
3,892
+2,251
+137% +$118K 0.01% 1049
2018
Q1
$87K Hold
1,641
﹤0.01% 1466
2017
Q4
$87K Sell
1,641
-324
-16% -$17.2K ﹤0.01% 1464
2017
Q3
$99K Buy
1,965
+90
+5% +$4.53K ﹤0.01% 1559
2017
Q2
$96K Sell
1,875
-202
-10% -$10.3K ﹤0.01% 1532
2017
Q1
$110K Buy
2,077
+242
+13% +$12.8K ﹤0.01% 1434
2016
Q4
$97K Sell
1,835
-672
-27% -$35.5K ﹤0.01% 1478
2016
Q3
$132K Sell
2,507
-16
-0.6% -$842 0.01% 1207
2016
Q2
$125K Buy
2,523
+1,094
+77% +$54.2K 0.01% 1211
2016
Q1
$88K Sell
1,429
-1,198
-46% -$73.8K 0.01% 739
2015
Q4
$107K Buy
+2,627
New +$107K 0.01% 1136