Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$438K Buy
22,363
+2,149
+11% +$42.1K 0.04% 241
2024
Q4
$317K Sell
20,214
-1,959
-9% -$30.7K 0.03% 298
2024
Q3
$403K Buy
22,173
+443
+2% +$8.05K 0.04% 253
2024
Q2
$372K Buy
21,730
+1,670
+8% +$28.6K 0.04% 249
2024
Q1
$331K Sell
20,060
-1,041
-5% -$17.2K 0.03% 266
2023
Q4
$317K Buy
21,101
+366
+2% +$5.5K 0.03% 264
2023
Q3
$273K Buy
20,735
+1,450
+8% +$19.1K 0.03% 259
2023
Q2
$260K Buy
19,285
+87
+0.5% +$1.17K 0.03% 270
2023
Q1
$228K Buy
19,198
+563
+3% +$6.68K 0.03% 289
2022
Q4
$227K Buy
18,635
+280
+2% +$3.41K 0.03% 301
2022
Q3
$156K Buy
18,355
+211
+1% +$1.79K 0.03% 326
2022
Q2
$180K Buy
18,144
+455
+3% +$4.51K 0.03% 305
2022
Q1
$184K Sell
17,689
-592
-3% -$6.16K 0.03% 303
2021
Q4
$254K Sell
18,281
-98
-0.5% -$1.36K 0.04% 254
2021
Q3
$266K Buy
18,379
+207
+1% +$3K 0.07% 120
2021
Q2
$241K Hold
18,172
0.05% 144
2021
Q1
$222K Buy
18,172
+547
+3% +$6.68K 0.05% 141
2020
Q4
$166K Buy
17,625
+98
+0.6% +$923 0.04% 162
2020
Q3
$124K Buy
17,527
+106
+0.6% +$750 0.03% 174
2020
Q2
$120K Buy
17,421
+12,812
+278% +$88.3K 0.04% 175
2020
Q1
$24K Buy
4,609
+256
+6% +$1.33K 0.01% 490
2019
Q4
$52K Hold
4,353
0.02% 435
2019
Q3
$45K Sell
4,353
-1,183
-21% -$12.2K 0.02% 455
2019
Q2
$64K Buy
5,536
+1,450
+35% +$16.8K 0.02% 344
2019
Q1
$49K Buy
4,086
+1
+0% +$12 0.02% 409
2018
Q4
$43K Buy
+4,085
New +$43K 0.02% 392