Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$502K Hold
5,589
0.11% 109
2025
Q1
$502K Sell
5,589
-193
-3% -$17.3K 0.11% 109
2024
Q4
$575K Buy
5,782
+50
+0.9% +$4.97K 0.12% 101
2024
Q3
$651K Buy
5,732
+52
+0.9% +$5.91K 0.14% 93
2024
Q2
$703K Buy
5,680
+35
+0.6% +$4.33K 0.16% 92
2024
Q1
$745K Buy
5,645
+33
+0.6% +$4.35K 0.17% 89
2023
Q4
$612K Buy
5,612
+83
+2% +$9.05K 0.15% 96
2023
Q3
$569K Buy
5,529
+298
+6% +$30.7K 0.15% 85
2023
Q2
$604K Buy
5,231
+3
+0.1% +$346 0.16% 83
2023
Q1
$556K Buy
5,228
+3
+0.1% +$319 0.16% 86
2022
Q4
$580K Buy
5,225
+32
+0.6% +$3.55K 0.18% 82
2022
Q3
$447K Buy
5,193
+3
+0.1% +$258 0.15% 78
2022
Q2
$473K Buy
5,190
+4
+0.1% +$365 0.15% 78
2022
Q1
$426K Buy
5,186
+3
+0.1% +$246 0.12% 85
2021
Q4
$397K Buy
5,183
+3
+0.1% +$230 0.11% 94
2021
Q3
$389K Buy
5,180
+124
+2% +$9.31K 0.11% 89
2021
Q2
$393K Sell
5,056
-240
-5% -$18.7K 0.12% 89
2021
Q1
$390K Buy
5,296
+4
+0.1% +$295 0.13% 87
2020
Q4
$413K Buy
5,292
+4,877
+1,175% +$381K 0.15% 76
2020
Q3
$33K Buy
415
+3
+0.7% +$239 0.02% 143
2020
Q2
$30K Buy
412
+4
+1% +$291 0.02% 141
2020
Q1
$30K Sell
408
-446
-52% -$32.8K 0.02% 118
2019
Q4
$74K Buy
854
+3
+0.4% +$260 0.03% 88
2019
Q3
$68K Buy
851
+3
+0.4% +$240 0.03% 91
2019
Q2
$68K Buy
848
+2
+0.2% +$160 0.03% 91
2019
Q1
$67K Buy
846
+7
+0.8% +$554 0.03% 90
2018
Q4
$61K Buy
839
+5
+0.6% +$364 0.03% 90
2018
Q3
$56K Buy
834
+445
+114% +$29.9K 0.03% 100
2018
Q2
$23K Buy
389
+3
+0.8% +$177 0.01% 150
2018
Q1
$20K Buy
386
+3
+0.8% +$155 0.02% 140
2017
Q4
$21K Buy
383
+4
+1% +$219 0.01% 141
2017
Q3
$23K Buy
379
+2
+0.5% +$121 0.01% 134
2017
Q2
$23K Buy
377
+3
+0.8% +$183 0.01% 125
2017
Q1
$23K Buy
374
+3
+0.8% +$184 0.02% 122
2016
Q4
$21K Buy
371
+2
+0.5% +$113 0.01% 130
2016
Q3
$22K Buy
369
+3
+0.8% +$179 0.02% 127
2016
Q2
$20K Buy
366
+3
+0.8% +$164 0.01% 133
2016
Q1
$18K Buy
+363
New +$18K 0.01% 140
2015
Q3
$17K Buy
359
+2
+0.6% +$95 0.01% 181
2015
Q2
$19K Buy
357
+3
+0.8% +$160 0.01% 167
2015
Q1
$19K Sell
354
-8
-2% -$429 0.01% 165
2014
Q4
$20K Buy
+362
New +$20K 0.01% 139