Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$411K Buy
1,686
+288
+21% +$70.2K 0.04% 256
2024
Q4
$393K Sell
1,398
-12
-0.9% -$3.38K 0.04% 261
2024
Q3
$386K Buy
1,410
+23
+2% +$6.3K 0.03% 265
2024
Q2
$416K Sell
1,387
-125
-8% -$37.5K 0.04% 231
2024
Q1
$438K Sell
1,512
-636
-30% -$184K 0.04% 233
2023
Q4
$543K Buy
2,148
+235
+12% +$59.4K 0.05% 186
2023
Q3
$507K Buy
1,913
+46
+2% +$12.2K 0.06% 178
2023
Q2
$463K Sell
1,867
-8
-0.4% -$1.98K 0.05% 191
2023
Q1
$428K Buy
1,875
+229
+14% +$52.3K 0.05% 196
2022
Q4
$285K Buy
1,646
+291
+21% +$50.4K 0.04% 260
2022
Q3
$201K Sell
1,355
-118
-8% -$17.5K 0.03% 270
2022
Q2
$334K Buy
1,473
+784
+114% +$178K 0.06% 204
2022
Q1
$159K Buy
689
+39
+6% +$9K 0.02% 345
2021
Q4
$168K Buy
650
+151
+30% +$39K 0.03% 346
2021
Q3
$109K Buy
499
+5
+1% +$1.09K 0.03% 251
2021
Q2
$147K Hold
494
0.03% 223
2021
Q1
$140K Buy
494
+30
+6% +$8.5K 0.03% 215
2020
Q4
$120K Buy
464
+8
+2% +$2.07K 0.03% 209
2020
Q3
$115K Buy
456
+9
+2% +$2.27K 0.03% 183
2020
Q2
$63K Sell
447
-81
-15% -$11.4K 0.02% 306
2020
Q1
$64K Sell
528
-286
-35% -$34.7K 0.02% 265
2019
Q4
$123K Sell
814
-25
-3% -$3.78K 0.04% 210
2019
Q3
$122K Buy
839
+40
+5% +$5.82K 0.05% 202
2019
Q2
$131K Sell
799
-9
-1% -$1.48K 0.05% 188
2019
Q1
$146K Buy
808
+54
+7% +$9.76K 0.06% 170
2018
Q4
$121K Buy
+754
New +$121K 0.06% 166