Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Sell
41,537
-198
-0.5% -$5.93K 0.02% 535
2025
Q1
$1.41M Sell
41,735
-6,598
-14% -$223K 0.03% 459
2024
Q4
$1.43M Sell
48,333
-9,753
-17% -$288K 0.03% 467
2024
Q3
$1.82M Sell
58,086
-9,634
-14% -$302K 0.04% 392
2024
Q2
$2.44M Sell
67,720
-2,635
-4% -$95.1K 0.06% 297
2024
Q1
$2.65M Buy
70,355
+3,567
+5% +$134K 0.07% 269
2023
Q4
$2.36M Sell
66,788
-3,776
-5% -$134K 0.07% 241
2023
Q3
$2.73M Buy
70,564
+6,867
+11% +$266K 0.1% 222
2023
Q2
$2.25M Sell
63,697
-3,077
-5% -$109K 0.09% 229
2023
Q1
$2.53M Sell
66,774
-7,046
-10% -$267K 0.11% 204
2022
Q4
$2.58M Buy
73,820
+48,863
+196% +$1.71M 0.11% 203
2022
Q3
$713K Sell
24,957
-1,080
-4% -$30.9K 0.03% 414
2022
Q2
$738K Buy
26,037
+4,282
+20% +$121K 0.04% 447
2022
Q1
$640K Buy
21,755
+741
+4% +$21.8K 0.03% 519
2021
Q4
$560K Buy
21,014
+1,903
+10% +$50.7K 0.02% 539
2021
Q3
$522K Buy
19,111
+36
+0.2% +$983 0.02% 530
2021
Q2
$517K Sell
19,075
-915
-5% -$24.8K 0.03% 547
2021
Q1
$491K Buy
19,990
+132
+0.7% +$3.24K 0.03% 509
2020
Q4
$407K Sell
19,858
-1,975
-9% -$40.5K 0.03% 487
2020
Q3
$381K Sell
21,833
-2,210
-9% -$38.6K 0.03% 430
2020
Q2
$561K Sell
24,043
-47,004
-66% -$1.1M 0.06% 304
2020
Q1
$1.73M Buy
71,047
+48,911
+221% +$1.19M 0.23% 113
2019
Q4
$835K Buy
22,136
+4,993
+29% +$188K 0.1% 217
2019
Q3
$651K Buy
17,143
+3,790
+28% +$144K 0.1% 214
2019
Q2
$548K Sell
13,353
-6,668
-33% -$274K 0.09% 235
2019
Q1
$861K Buy
20,021
+2,361
+13% +$102K 0.13% 193
2018
Q4
$649K Buy
17,660
+1,227
+7% +$45.1K 0.14% 181
2018
Q3
$723K Buy
16,433
+5,119
+45% +$225K 0.15% 183
2018
Q2
$486K Sell
11,314
-449
-4% -$19.3K 0.12% 198
2018
Q1
$443K Buy
11,763
+1,214
+12% +$45.7K 0.11% 212
2017
Q4
$406K Buy
10,549
+24
+0.2% +$924 0.14% 198
2017
Q3
$365K Buy
10,525
+592
+6% +$20.5K 0.16% 177
2017
Q2
$305K Sell
9,933
-700
-7% -$21.5K 0.16% 182
2017
Q1
$320K Buy
+10,633
New +$320K 0.19% 162