Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.14K Buy
104
+26
+33% +$1.78K ﹤0.01% 2722
2025
Q1
$5.04K Sell
78
-96
-55% -$6.21K ﹤0.01% 2547
2024
Q4
$18.4K Buy
+174
New +$18.4K ﹤0.01% 2118
2020
Q2
Sell
-7,974
Closed -$300K 531
2020
Q1
$300K Sell
7,974
-192
-2% -$7.22K 0.01% 410
2019
Q4
$859K Buy
8,166
+1,289
+19% +$136K 0.03% 312
2019
Q3
$607K Sell
6,877
-6,132
-47% -$541K 0.03% 316
2019
Q2
$1.23M Buy
13,009
+986
+8% +$93.3K 0.06% 215
2019
Q1
$1.47M Sell
12,023
-117
-1% -$14.3K 0.08% 178
2018
Q4
$1.13M Sell
12,140
-10
-0.1% -$929 0.07% 195
2018
Q3
$1.75M Buy
12,150
+204
+2% +$29.5K 0.09% 170
2018
Q2
$1.79M Sell
11,946
-184
-2% -$27.6K 0.1% 168
2018
Q1
$1.84M Sell
12,130
-1,037
-8% -$157K 0.1% 162
2017
Q4
$1.81M Buy
13,167
+169
+1% +$23.2K 0.1% 162
2017
Q3
$1.64M Buy
12,998
+7,960
+158% +$1M 0.1% 157
2017
Q2
$577K Buy
5,038
+343
+7% +$39.3K 0.04% 261
2017
Q1
$486K Buy
4,695
+202
+4% +$20.9K 0.03% 266
2016
Q4
$405K Buy
4,493
+666
+17% +$60K 0.03% 286
2016
Q3
$423K Buy
+3,827
New +$423K 0.03% 286