Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Sell
3,218
-84
-3% -$5.64K 0.01% 362
2025
Q1
$243K Hold
3,302
0.02% 345
2024
Q4
$283K Hold
3,302
0.02% 328
2024
Q3
$341K Sell
3,302
-149
-4% -$15.4K 0.02% 321
2024
Q2
$291K Sell
3,451
-45
-1% -$3.79K 0.02% 334
2024
Q1
$287K Hold
3,496
0.02% 339
2023
Q4
$274K Sell
3,496
-25
-0.7% -$1.96K 0.02% 334
2023
Q3
$245K Sell
3,521
-50
-1% -$3.47K 0.02% 286
2023
Q2
$293K Sell
3,571
-240
-6% -$19.7K 0.04% 218
2023
Q1
$298K Sell
3,811
-61
-2% -$4.77K 0.04% 212
2022
Q4
$311K Sell
3,872
-50
-1% -$4.01K 0.05% 206
2022
Q3
$248K Hold
3,922
0.04% 205
2022
Q2
$256K Hold
3,922
0.04% 207
2022
Q1
$357K Sell
3,922
-325
-8% -$29.6K 0.05% 188
2021
Q4
$431K Sell
4,247
-240
-5% -$24.4K 0.06% 181
2021
Q3
$475K Sell
4,487
-105
-2% -$11.1K 0.07% 167
2021
Q2
$528K Sell
4,592
-25
-0.5% -$2.88K 0.07% 160
2021
Q1
$530K Sell
4,617
-142
-3% -$16.3K 0.08% 159
2020
Q4
$474K Sell
4,759
-109
-2% -$10.9K 0.07% 159
2020
Q3
$542K Sell
4,868
-45
-0.9% -$5.01K 0.09% 153
2020
Q2
$428K Sell
4,913
-125
-2% -$10.9K 0.08% 156
2020
Q1
$288K Hold
5,038
0.06% 173
2019
Q4
$443K Sell
5,038
-25
-0.5% -$2.2K 0.07% 159
2019
Q3
$349K Buy
5,063
+384
+8% +$26.5K 0.06% 166
2019
Q2
$327K Sell
4,679
-719
-13% -$50.2K 0.06% 162
2019
Q1
$384K Sell
5,398
-1,733
-24% -$123K 0.07% 153
2018
Q4
$378K Sell
7,131
-1,042
-13% -$55.2K 0.06% 157
2018
Q3
$648K Sell
8,173
-3,300
-29% -$262K 0.1% 139
2018
Q2
$856K Sell
11,473
-6,858
-37% -$512K 0.15% 117
2018
Q1
$1.28M Buy
18,331
+158
+0.9% +$11.1K 0.21% 103
2017
Q4
$1.25M Sell
18,173
-620
-3% -$42.5K 0.2% 111
2017
Q3
$1.07M Hold
18,793
0.17% 116
2017
Q2
$1.08M Hold
18,793
0.18% 113
2017
Q1
$923K Hold
18,793
0.15% 122
2016
Q4
$802K Sell
18,793
-332
-2% -$14.2K 0.14% 126
2016
Q3
$731K Sell
19,125
-270
-1% -$10.3K 0.13% 127
2016
Q2
$594K Buy
19,395
+1,488
+8% +$45.6K 0.1% 133
2016
Q1
$581K Buy
+17,907
New +$581K 0.1% 132