Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$492K Sell
5,734
-197
-3% -$16.9K 0.01% 707
2025
Q1
$546K Buy
5,931
+2,806
+90% +$258K 0.02% 642
2024
Q4
$263K Sell
3,125
-3,291
-51% -$277K 0.01% 903
2024
Q3
$676K Sell
6,416
-11,641
-64% -$1.23M 0.02% 624
2024
Q2
$1.56M Buy
18,057
+13,662
+311% +$1.18M 0.06% 318
2024
Q1
$463K Buy
4,395
+1,863
+74% +$196K 0.02% 664
2023
Q4
$302K Sell
2,532
-248
-9% -$29.5K 0.01% 763
2023
Q3
$373K Buy
2,780
+34
+1% +$4.57K 0.02% 649
2023
Q2
$376K Sell
2,746
-2
-0.1% -$274 0.02% 638
2023
Q1
$415K Sell
2,748
-22
-0.8% -$3.32K 0.02% 569
2022
Q4
$317K Sell
2,770
-233
-8% -$26.7K 0.02% 640
2022
Q3
$353K Buy
3,003
+36
+1% +$4.23K 0.03% 560
2022
Q2
$441K Sell
2,967
-151
-5% -$22.4K 0.04% 416
2022
Q1
$413K Buy
3,118
+30
+1% +$3.97K 0.03% 474
2021
Q4
$459K Sell
3,088
-235
-7% -$34.9K 0.03% 461
2021
Q3
$511K Buy
3,323
+622
+23% +$95.6K 0.04% 425
2021
Q2
$551K Buy
2,701
+763
+39% +$156K 0.03% 504
2021
Q1
$422K Buy
1,938
+56
+3% +$12.2K 0.03% 514
2020
Q4
$407K Sell
1,882
-728
-28% -$157K 0.03% 476
2020
Q3
$330K Sell
2,610
-193
-7% -$24.4K 0.03% 453
2020
Q2
$336K Buy
2,803
+116
+4% +$13.9K 0.05% 379
2020
Q1
$271K Buy
2,687
+332
+14% +$33.5K 0.04% 416
2019
Q4
$298K Sell
2,355
-40
-2% -$5.06K 0.04% 446
2019
Q3
$246K Sell
2,395
-983
-29% -$101K 0.03% 480
2019
Q2
$396K Sell
3,378
-499
-13% -$58.5K 0.06% 339
2019
Q1
$639K Buy
3,877
+495
+15% +$81.6K 0.11% 221
2018
Q4
$536K Buy
3,382
+600
+22% +$95.1K 0.1% 226
2018
Q3
$636K Buy
2,782
+415
+18% +$94.9K 0.14% 185
2018
Q2
$575K Buy
2,367
+215
+10% +$52.2K 0.15% 184
2018
Q1
$474K Hold
2,152
0.13% 193
2017
Q4
$540K Hold
2,152
0.14% 179
2017
Q3
$543K Sell
2,152
-29
-1% -$7.32K 0.23% 108
2017
Q2
$13 Buy
2,181
+1,040
+91% +$6 0.01% 883
2017
Q1
$197K Buy
1,141
+65
+6% +$11.2K 0.13% 177
2016
Q4
$181K Buy
+1,076
New +$181K 0.14% 180