Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$129K Buy
3,334
+416
+14% +$16.1K 0.01% 568
2024
Q4
$98.7K Sell
2,918
-181
-6% -$6.12K 0.01% 564
2024
Q3
$127K Sell
3,099
-491
-14% -$20.1K 0.01% 492
2024
Q2
$138K Sell
3,590
-32
-0.9% -$1.23K 0.01% 444
2024
Q1
$155K Buy
3,622
+568
+19% +$24.4K 0.01% 417
2023
Q4
$113K Buy
3,054
+101
+3% +$3.74K 0.01% 487
2023
Q3
$107K Buy
2,953
+987
+50% +$35.8K 0.01% 448
2023
Q2
$70.1K Sell
1,966
-749
-28% -$26.7K 0.01% 596
2023
Q1
$96.6K Buy
2,715
+150
+6% +$5.34K 0.01% 488
2022
Q4
$90.1K Buy
2,565
+436
+20% +$15.3K 0.01% 517
2022
Q3
$63K Buy
2,129
+468
+28% +$13.8K 0.01% 569
2022
Q2
$90K Buy
1,661
+857
+107% +$46.4K 0.01% 464
2022
Q1
$44K Sell
804
-245
-23% -$13.4K 0.01% 716
2021
Q4
$58K Sell
1,049
-21
-2% -$1.16K 0.01% 668
2021
Q3
$51K Buy
1,070
+65
+6% +$3.1K 0.01% 433
2021
Q2
$50K Buy
1,005
+407
+68% +$20.2K 0.01% 480
2021
Q1
$27K Sell
598
-465
-44% -$21K 0.01% 637
2020
Q4
$49K Buy
1,063
+150
+16% +$6.91K 0.01% 404
2020
Q3
$43K Sell
913
-560
-38% -$26.4K 0.01% 391
2020
Q2
$75K Sell
1,473
-579
-28% -$29.5K 0.02% 264
2020
Q1
$97K Sell
2,052
-1,804
-47% -$85.3K 0.04% 190
2019
Q4
$226K Sell
3,856
-96
-2% -$5.63K 0.08% 125
2019
Q3
$211K Buy
3,952
+613
+18% +$32.7K 0.08% 122
2019
Q2
$167K Buy
3,339
+157
+5% +$7.85K 0.06% 154
2019
Q1
$166K Buy
3,182
+822
+35% +$42.9K 0.07% 147
2018
Q4
$112K Buy
+2,360
New +$112K 0.06% 176