Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.2K Buy
1,742
+160
+10% +$3.88K 0.01% 253
2025
Q1
$40.1K Sell
1,582
-50
-3% -$1.27K 0.01% 237
2024
Q4
$43.3K Sell
1,632
-5
-0.3% -$133 0.01% 234
2024
Q3
$47.4K Buy
1,637
+18
+1% +$521 0.01% 233
2024
Q2
$45.3K Buy
1,619
+58
+4% +$1.62K 0.01% 235
2024
Q1
$43.3K Sell
1,561
-12,003
-88% -$333K 0.01% 231
2023
Q4
$391K Sell
13,564
-11,238
-45% -$324K 0.12% 174
2023
Q3
$823K Buy
24,802
+2,550
+11% +$84.6K 0.27% 118
2023
Q2
$816K Sell
22,252
-50
-0.2% -$1.83K 0.27% 123
2023
Q1
$910K Buy
22,302
+3,461
+18% +$141K 0.3% 98
2022
Q4
$965K Sell
18,841
-151
-0.8% -$7.74K 0.35% 88
2022
Q3
$832K Sell
18,992
-911
-5% -$39.9K 0.33% 93
2022
Q2
$1.04M Buy
19,903
+16,197
+437% +$850K 0.41% 79
2022
Q1
$192K Buy
3,706
+2,236
+152% +$116K 0.06% 190
2021
Q4
$87K Hold
1,470
0.03% 227
2021
Q3
$63K Hold
1,470
0.02% 241
2021
Q2
$58K Hold
1,470
0.02% 240
2021
Q1
$53K Sell
1,470
-22,303
-94% -$804K 0.02% 230
2020
Q4
$875K Sell
23,773
-826
-3% -$30.4K 0.36% 95
2020
Q3
$857K Buy
24,599
+21,571
+712% +$752K 0.4% 87
2020
Q2
$94K Hold
3,028
0.05% 157
2020
Q1
$94K Sell
3,028
-81
-3% -$2.52K 0.07% 148
2019
Q4
$116K Sell
3,109
-25,744
-89% -$961K 0.07% 150
2019
Q3
$655K Buy
28,853
+10,693
+59% +$243K 0.4% 85
2019
Q2
$746K Sell
18,160
-13,039
-42% -$536K 0.45% 66
2019
Q1
$1.26M Buy
31,199
+4,544
+17% +$183K 0.83% 36
2018
Q4
$1.1M Buy
26,655
+9,219
+53% +$382K 0.83% 36
2018
Q3
$729K Sell
17,436
-444
-2% -$18.6K 0.46% 65
2018
Q2
$615K Sell
17,880
-14,564
-45% -$501K 0.43% 75
2018
Q1
$1.08M Buy
32,444
+1,308
+4% +$43.5K 0.79% 38
2017
Q4
$1.07M Buy
+31,136
New +$1.07M 0.82% 37