Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$421K Buy
2,939
+2,578
+714% +$369K 0.1% 185
2025
Q1
$60.4K Buy
361
+12
+3% +$2.01K 0.02% 224
2024
Q4
$50.5K Buy
349
+45
+15% +$6.52K 0.01% 230
2024
Q3
$44.8K Sell
304
-140
-32% -$20.6K 0.01% 235
2024
Q2
$69.5K Buy
444
+172
+63% +$26.9K 0.02% 224
2024
Q1
$42.9K Buy
272
+15
+6% +$2.37K 0.01% 233
2023
Q4
$38.3K Buy
257
+4
+2% +$597 0.01% 239
2023
Q3
$42.7K Sell
253
-1
-0.4% -$169 0.01% 242
2023
Q2
$40K Buy
254
+2
+0.8% +$315 0.01% 258
2023
Q1
$41.1K Buy
252
+107
+74% +$17.5K 0.01% 261
2022
Q4
$26K Hold
145
0.01% 270
2022
Q3
$21K Sell
145
-15
-9% -$2.17K 0.01% 283
2022
Q2
$23K Sell
160
-209
-57% -$30K 0.01% 292
2022
Q1
$60K Sell
369
-76
-17% -$12.4K 0.02% 252
2021
Q4
$53K Buy
445
+260
+141% +$31K 0.02% 262
2021
Q3
$19K Buy
185
+40
+28% +$4.11K 0.01% 313
2021
Q2
$15K Hold
145
0.01% 309
2021
Q1
$15K Hold
145
0.01% 294
2020
Q4
$12K Hold
145
0.01% 278
2020
Q3
$10K Sell
145
-50
-26% -$3.45K ﹤0.01% 271
2020
Q2
$17K Buy
195
+50
+34% +$4.36K 0.01% 222
2020
Q1
$11K Sell
145
-4,906
-97% -$372K 0.01% 225
2019
Q4
$609K Sell
5,051
-682
-12% -$82.2K 0.36% 89
2019
Q3
$698K Buy
5,733
+319
+6% +$38.8K 0.43% 78
2019
Q2
$674K Buy
5,414
+13
+0.2% +$1.62K 0.41% 78
2019
Q1
$665K Sell
5,401
-6
-0.1% -$739 0.44% 71
2018
Q4
$588K Buy
5,407
+224
+4% +$24.4K 0.44% 71
2018
Q3
$634K Buy
5,183
+28
+0.5% +$3.43K 0.4% 78
2018
Q2
$652K Buy
5,155
+498
+11% +$63K 0.45% 69
2018
Q1
$522K Sell
4,657
-5,490
-54% -$615K 0.38% 89
2017
Q4
$1.27M Buy
+10,147
New +$1.27M 0.97% 28