Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1M Buy
12,619
+889
+8% +$70.5K 0.14% 74
2025
Q1
$1.06M Sell
11,730
-583
-5% -$52.5K 0.16% 67
2024
Q4
$1.23M Sell
12,313
-123
-1% -$12.3K 0.17% 64
2024
Q3
$1.41M Buy
12,436
+1,382
+13% +$157K 0.2% 59
2024
Q2
$1.37M Sell
11,054
-3,095
-22% -$384K 0.22% 47
2024
Q1
$1.87M Sell
14,149
-119
-0.8% -$15.7K 0.31% 33
2023
Q4
$1.56M Buy
14,268
+4,414
+45% +$482K 0.27% 39
2023
Q3
$1.02M Buy
9,854
+8,197
+495% +$845K 0.19% 55
2023
Q2
$192K Sell
1,657
-106
-6% -$12.3K 0.03% 131
2023
Q1
$189K Sell
1,763
-74
-4% -$7.93K 0.03% 130
2022
Q4
$204K Buy
1,837
+227
+14% +$25.2K 0.03% 147
2022
Q3
$139K Sell
1,610
-462
-22% -$39.9K 0.03% 165
2022
Q2
$189K Sell
2,072
-1,176
-36% -$107K 0.03% 148
2022
Q1
$267K Buy
3,248
+1,738
+115% +$143K 0.05% 130
2021
Q4
$116K Buy
1,510
+746
+98% +$57.3K 0.02% 179
2021
Q3
$57K Buy
764
+244
+47% +$18.2K 0.01% 215
2021
Q2
$40K Sell
520
-7,320
-93% -$563K 0.01% 255
2021
Q1
$576K Sell
7,840
-10,984
-58% -$807K 0.14% 81
2020
Q4
$1.47M Sell
18,824
-614
-3% -$47.9K 0.38% 39
2020
Q3
$1.54M Buy
19,438
+63
+0.3% +$4.99K 0.43% 41
2020
Q2
$1.43M Buy
19,375
+366
+2% +$27K 0.4% 42
2020
Q1
$1.4M Sell
19,009
-1,933
-9% -$142K 0.46% 37
2019
Q4
$1.82M Buy
20,942
+5
+0% +$434 0.39% 35
2019
Q3
$1.68M Sell
20,937
-1,159
-5% -$93.1K 0.38% 35
2019
Q2
$1.77M Sell
22,096
-79
-0.4% -$6.32K 0.4% 33
2019
Q1
$1.76M Buy
22,175
+2,288
+12% +$182K 0.41% 33
2018
Q4
$1.45M Sell
19,887
-362
-2% -$26.4K 0.39% 34
2018
Q3
$1.37M Buy
20,249
+3,622
+22% +$245K 0.34% 41
2018
Q2
$963K Sell
16,627
-2,734
-14% -$158K 0.23% 64
2018
Q1
$1.01M Buy
19,361
+958
+5% +$49.8K 0.26% 61
2017
Q4
$988K Buy
18,403
+3,171
+21% +$170K 0.29% 61
2017
Q3
$930K Sell
15,232
-399
-3% -$24.4K 0.3% 64
2017
Q2
$956K Sell
15,631
-1,240
-7% -$75.8K 0.35% 67
2017
Q1
$1.02M Sell
16,871
-68
-0.4% -$4.12K 0.41% 59
2016
Q4
$951K Buy
+16,939
New +$951K 0.53% 50