Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$431K Buy
4,087
+333
+9% +$35.1K 0.07% 156
2025
Q1
$417K Hold
3,754
0.08% 147
2024
Q4
$388K Buy
3,754
+199
+6% +$20.6K 0.09% 153
2024
Q3
$397K Sell
3,555
-212
-6% -$23.7K 0.1% 152
2024
Q2
$336K Sell
3,767
-15
-0.4% -$1.34K 0.08% 165
2024
Q1
$325K Hold
3,782
0.08% 174
2023
Q4
$312K Hold
3,782
0.08% 170
2023
Q3
$290K Sell
3,782
-20
-0.5% -$1.54K 0.09% 156
2023
Q2
$265K Hold
3,802
0.08% 173
2023
Q1
$245K Hold
3,802
0.08% 174
2022
Q4
$274K Hold
3,802
0.09% 160
2022
Q3
$214K Hold
3,802
0.06% 169
2022
Q2
$210K Sell
3,802
-286
-7% -$15.8K 0.05% 192
2022
Q1
$263K Sell
4,088
-150
-4% -$9.65K 0.06% 181
2021
Q4
$247K Sell
4,238
-270
-6% -$15.7K 0.05% 190
2021
Q3
$235K Sell
4,508
-230
-5% -$12K 0.06% 187
2021
Q2
$254K Sell
4,738
-250
-5% -$13.4K 0.07% 182
2021
Q1
$255K Sell
4,988
-915
-16% -$46.8K 0.07% 177
2020
Q4
$263K Sell
5,903
-1,230
-17% -$54.8K 0.08% 162
2020
Q3
$259K Sell
7,133
-1,110
-13% -$40.3K 0.09% 153
2020
Q2
$297K Sell
8,243
-45
-0.5% -$1.62K 0.11% 141
2020
Q1
$284K Sell
8,288
-865
-9% -$29.6K 0.13% 128
2019
Q4
$484K Sell
9,153
-75
-0.8% -$3.97K 0.18% 106
2019
Q3
$483K Sell
9,228
-175
-2% -$9.16K 0.19% 107
2019
Q2
$515K Sell
9,403
-200
-2% -$11K 0.22% 89
2019
Q1
$480K Sell
9,603
-1,875
-16% -$93.7K 0.2% 95
2018
Q4
$523K Sell
11,478
-70
-0.6% -$3.19K 0.25% 79
2018
Q3
$544K Sell
11,548
-725
-6% -$34.2K 0.22% 89
2018
Q2
$528K Sell
12,273
-25
-0.2% -$1.08K 0.22% 85
2018
Q1
$538K Buy
12,298
+2,836
+30% +$124K 0.23% 83
2017
Q4
$415K Sell
9,462
-150
-2% -$6.58K 0.18% 115
2017
Q3
$391K Sell
9,612
-30
-0.3% -$1.22K 0.17% 115
2017
Q2
$374K Sell
9,642
-50
-0.5% -$1.94K 0.18% 114
2017
Q1
$351K Sell
9,692
-200
-2% -$7.24K 0.18% 104
2016
Q4
$344K Sell
9,892
-268
-3% -$9.32K 0.19% 103
2016
Q3
$365K Sell
10,160
-436
-4% -$15.7K 0.21% 100
2016
Q2
$382K Sell
10,596
-40
-0.4% -$1.44K 0.25% 85
2016
Q1
$336K Hold
10,636
0.24% 85
2015
Q4
$308K Buy
+10,636
New +$308K 0.31% 86