Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.7K Sell
786
-10
-1% -$289 0.01% 290
2025
Q1
$22.5K Sell
796
-69
-8% -$1.95K 0.01% 266
2024
Q4
$19.7K Sell
865
-51
-6% -$1.16K 0.01% 278
2024
Q3
$20.1K Sell
916
-1,783
-66% -$39.2K 0.01% 279
2024
Q2
$51.6K Buy
2,699
+1,820
+207% +$34.8K 0.01% 232
2024
Q1
$15.5K Sell
879
-138
-14% -$2.43K ﹤0.01% 288
2023
Q4
$17.1K Buy
1,017
+1
+0.1% +$17 0.01% 283
2023
Q3
$15.3K Sell
1,016
-23,867
-96% -$359K 0.01% 296
2023
Q2
$397K Sell
24,883
-4,220
-15% -$67.3K 0.13% 175
2023
Q1
$560K Buy
29,103
+213
+0.7% +$4.1K 0.19% 149
2022
Q4
$532K Sell
28,890
-260
-0.9% -$4.79K 0.19% 149
2022
Q3
$448K Buy
29,150
+21,806
+297% +$335K 0.18% 145
2022
Q2
$154K Sell
7,344
-2,248
-23% -$47.1K 0.06% 188
2022
Q1
$171K Buy
9,592
+3,082
+47% +$54.9K 0.05% 197
2021
Q4
$121K Sell
6,510
-2,440
-27% -$45.4K 0.04% 213
2021
Q3
$183K Sell
8,950
-4,105
-31% -$83.9K 0.07% 189
2021
Q2
$284K Sell
13,055
-397
-3% -$8.64K 0.1% 178
2021
Q1
$307K Buy
13,452
+534
+4% +$12.2K 0.12% 165
2020
Q4
$281K Sell
12,918
-4,380
-25% -$95.3K 0.12% 149
2020
Q3
$373K Sell
17,298
-58,878
-77% -$1.27M 0.18% 134
2020
Q2
$1.74M Sell
76,176
-38,044
-33% -$868K 0.94% 31
2020
Q1
$2.52M Buy
114,220
+11,762
+11% +$259K 1.75% 13
2019
Q4
$3.02M Buy
102,458
+17,469
+21% +$516K 1.81% 8
2019
Q3
$2.43M Buy
84,989
+47,280
+125% +$1.35M 1.49% 12
2019
Q2
$954K Buy
37,709
+9,836
+35% +$249K 0.58% 43
2019
Q1
$660K Buy
27,873
+21,752
+355% +$515K 0.44% 72
2018
Q4
$132K Buy
6,121
+875
+17% +$18.9K 0.1% 147
2018
Q3
$133K Sell
5,246
-490
-9% -$12.4K 0.08% 157
2018
Q2
$139K Sell
5,736
-558
-9% -$13.5K 0.1% 148
2018
Q1
$167K Buy
6,294
+104
+2% +$2.76K 0.12% 143
2017
Q4
$182K Buy
+6,190
New +$182K 0.14% 136