Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$392K Buy
45,290
+6,103
+16% +$52.8K 0.04% 438
2025
Q1
$345K Sell
39,187
-4,995
-11% -$44K 0.04% 447
2024
Q4
$402K Sell
44,182
-1,267
-3% -$11.5K 0.04% 485
2024
Q3
$411K Buy
+45,449
New +$411K 0.04% 663
2021
Q1
Sell
-79,029
Closed -$417K 600
2020
Q4
$417K Buy
79,029
+1,063
+1% +$5.61K 0.09% 247
2020
Q3
$350K Buy
77,966
+4,452
+6% +$20K 0.1% 218
2020
Q2
$369K Buy
73,514
+315
+0.4% +$1.58K 0.13% 156
2020
Q1
$343K Sell
73,199
-9,503
-11% -$44.5K 0.14% 186
2019
Q4
$569K Buy
82,702
+5,720
+7% +$39.4K 0.2% 164
2019
Q3
$535K Buy
76,982
+683
+0.9% +$4.75K 0.2% 152
2019
Q2
$509K Buy
76,299
+6,628
+10% +$44.2K 0.21% 154
2019
Q1
$467K Buy
69,671
+25,231
+57% +$169K 0.22% 151
2018
Q4
$260K Sell
44,440
-7,455
-14% -$43.6K 0.17% 179
2018
Q3
$305K Buy
51,895
+3,191
+7% +$18.8K 0.19% 150
2018
Q2
$274K Buy
48,704
+2,672
+6% +$15K 0.19% 160
2018
Q1
$250K Buy
46,032
+15,389
+50% +$83.6K 0.25% 93
2017
Q4
$178K Buy
+30,643
New +$178K 0.15% 136