Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390K Buy
4,783
+211
+5% +$17.2K 0.04% 498
2025
Q1
$454K Buy
4,572
+691
+18% +$68.6K 0.05% 264
2024
Q4
$390K Sell
3,881
-565
-13% -$56.7K 0.04% 755
2024
Q3
$405K Sell
4,446
-3,037
-41% -$277K 0.04% 745
2024
Q2
$610K Buy
7,483
+659
+10% +$53.7K 0.07% 290
2024
Q1
$547K Sell
6,824
-812
-11% -$65.1K 0.06% 283
2023
Q4
$536K Buy
7,636
+558
+8% +$39.2K 0.06% 285
2023
Q3
$449K Sell
7,078
-205
-3% -$13K 0.06% 280
2023
Q2
$450K Sell
7,283
-101
-1% -$6.23K 0.05% 292
2023
Q1
$469K Buy
7,384
+665
+10% +$42.3K 0.06% 249
2022
Q4
$441K Sell
6,719
-399
-6% -$26.2K 0.06% 217
2022
Q3
$365K Buy
7,118
+306
+4% +$15.7K 0.05% 213
2022
Q2
$378K Buy
6,812
+345
+5% +$19.1K 0.05% 219
2022
Q1
$457K Sell
6,467
-913
-12% -$64.5K 0.05% 234
2021
Q4
$434K Buy
7,380
+44
+0.6% +$2.59K 0.05% 241
2021
Q3
$425K Sell
7,336
-2,560
-26% -$148K 0.05% 236
2021
Q2
$551K Sell
9,896
-4,845
-33% -$270K 0.07% 284
2021
Q1
$747K Buy
14,741
+3,699
+33% +$187K 0.11% 189
2020
Q4
$424K Sell
11,042
-4,414
-29% -$169K 0.09% 240
2020
Q3
$402K Buy
15,456
+4,035
+35% +$105K 0.11% 154
2020
Q2
$379K Sell
11,421
-6,172
-35% -$205K 0.13% 148
2020
Q1
$384K Buy
17,593
+8,714
+98% +$190K 0.15% 144
2019
Q4
$672K Buy
8,879
+9
+0.1% +$681 0.24% 107
2019
Q3
$654K Buy
8,870
+514
+6% +$37.9K 0.25% 96
2019
Q2
$575K Buy
8,356
+552
+7% +$38K 0.24% 114
2019
Q1
$545K Buy
7,804
+2,156
+38% +$151K 0.25% 105
2018
Q4
$305K Buy
5,648
+295
+6% +$15.9K 0.21% 125
2018
Q3
$363K Buy
5,353
+271
+5% +$18.4K 0.22% 110
2018
Q2
$355K Sell
5,082
-161
-3% -$11.2K 0.25% 95
2018
Q1
$298K Buy
5,243
+775
+17% +$44K 0.3% 70
2017
Q4
$239K Buy
+4,468
New +$239K 0.2% 49