Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Buy
9,128
+255
+3% +$9.79K 0.01% 617
2025
Q1
$344K Sell
8,873
-279
-3% -$10.8K 0.01% 590
2024
Q4
$310K Buy
9,152
+511
+6% +$17.3K 0.01% 616
2024
Q3
$318K Buy
8,641
+1,621
+23% +$59.6K 0.01% 619
2024
Q2
$270K Sell
7,020
-7,458
-52% -$287K 0.01% 638
2024
Q1
$537K Hold
14,478
0.03% 448
2023
Q4
$537K Sell
14,478
-1,384
-9% -$51.3K 0.03% 445
2023
Q3
$575K Sell
15,862
-1,240
-7% -$45K 0.04% 408
2023
Q2
$610K Sell
17,102
-2,022
-11% -$72.1K 0.04% 416
2023
Q1
$680K Sell
19,124
-6,172
-24% -$220K 0.04% 355
2022
Q4
$889K Buy
25,296
+11,121
+78% +$391K 0.07% 273
2022
Q3
$417K Sell
14,175
-321
-2% -$9.44K 0.04% 349
2022
Q2
$789K Buy
14,496
+395
+3% +$21.5K 0.07% 260
2022
Q1
$768K Sell
14,101
-4,372
-24% -$238K 0.06% 294
2021
Q4
$1.02M Buy
18,473
+4,406
+31% +$243K 0.08% 247
2021
Q3
$672K Sell
14,067
-765
-5% -$36.5K 0.07% 247
2021
Q2
$738K Sell
14,832
-250
-2% -$12.4K 0.05% 323
2021
Q1
$673K Buy
15,082
+4,347
+40% +$194K 0.05% 328
2020
Q4
$494K Sell
10,735
-383
-3% -$17.6K 0.04% 369
2020
Q3
$523K Sell
11,118
-1,260
-10% -$59.3K 0.04% 342
2020
Q2
$626K Buy
12,378
+405
+3% +$20.5K 0.05% 328
2020
Q1
$570K Sell
11,973
-5,731
-32% -$273K 0.07% 296
2019
Q4
$1.15M Buy
17,704
+2,120
+14% +$137K 0.05% 260
2019
Q3
$832K Buy
15,584
+214
+1% +$11.4K 0.09% 233
2019
Q2
$769K Sell
15,370
-252
-2% -$12.6K 0.08% 242
2019
Q1
$816K Buy
15,622
+5,317
+52% +$278K 0.09% 225
2018
Q4
$492K Buy
10,305
+538
+6% +$25.7K 0.06% 297
2018
Q3
$490K Sell
9,767
-2,983
-23% -$150K 0.05% 346
2018
Q2
$642K Buy
12,750
+283
+2% +$14.3K 0.05% 329
2018
Q1
$609K Buy
12,467
+2,789
+29% +$136K 0.05% 331
2017
Q4
$429K Sell
9,678
-12,699
-57% -$563K 0.03% 388
2017
Q3
$1.14M Buy
22,377
+7,783
+53% +$395K 0.1% 191
2017
Q2
$765K Sell
14,594
-2,684
-16% -$141K 0.12% 187
2017
Q1
$906K Sell
17,278
-722
-4% -$37.9K 0.09% 217
2016
Q4
$866K Buy
+18,000
New +$866K 0.11% 191