Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Buy
9,095
+1,718
+23% +$66K 0.01% 764
2025
Q1
$286K Sell
7,377
-2,463
-25% -$95.4K 0.01% 798
2024
Q4
$333K Buy
9,840
+1,690
+21% +$57.2K 0.01% 725
2024
Q3
$333K Buy
8,150
+1,061
+15% +$43.4K 0.01% 721
2024
Q2
$273K Sell
7,089
-348
-5% -$13.4K 0.01% 736
2024
Q1
$319K Buy
7,437
+1,207
+19% +$51.7K 0.01% 685
2023
Q4
$231K Sell
6,230
-954
-13% -$35.4K 0.01% 739
2023
Q3
$260K Buy
7,184
+793
+12% +$28.7K 0.01% 673
2023
Q2
$228K Buy
6,391
+1,802
+39% +$64.2K 0.01% 733
2023
Q1
$163K Buy
4,589
+242
+6% +$8.61K 0.01% 851
2022
Q4
$153K Buy
4,347
+10
+0.2% +$351 0.01% 820
2022
Q3
$128K Sell
4,337
-133
-3% -$3.93K 0.01% 860
2022
Q2
$243K Buy
4,470
+913
+26% +$49.6K 0.01% 603
2022
Q1
$194K Sell
3,557
-1,634
-31% -$89.1K 0.01% 744
2021
Q4
$286K Buy
5,191
+1,105
+27% +$60.9K 0.01% 609
2021
Q3
$195K Buy
4,086
+531
+15% +$25.3K 0.01% 720
2021
Q2
$177K Buy
3,555
+989
+39% +$49.2K 0.01% 718
2021
Q1
$114K Sell
2,566
-552
-18% -$24.5K 0.01% 827
2020
Q4
$143K Buy
3,118
+632
+25% +$29K 0.01% 685
2020
Q3
$117K Buy
2,486
+56
+2% +$2.64K 0.01% 707
2020
Q2
$123K Buy
2,430
+356
+17% +$18K 0.01% 687
2020
Q1
$98K Sell
2,074
-114
-5% -$5.39K 0.01% 683
2019
Q4
$129K Sell
2,188
-318
-13% -$18.7K 0.01% 673
2019
Q3
$134K Sell
2,506
-112
-4% -$5.99K 0.01% 608
2019
Q2
$131K Sell
2,618
-546
-17% -$27.3K 0.01% 571
2019
Q1
$165K Sell
3,164
-236
-7% -$12.3K 0.02% 464
2018
Q4
$162K Buy
3,400
+377
+12% +$18K 0.02% 415
2018
Q3
$152K Buy
3,023
+3
+0.1% +$151 0.02% 470
2018
Q2
$152K Buy
3,020
+37
+1% +$1.86K 0.02% 432
2018
Q1
$146K Buy
2,983
+313
+12% +$15.3K 0.02% 401
2017
Q4
$118K Sell
2,670
-1,116
-29% -$49.3K 0.02% 440
2017
Q3
$166K Buy
3,786
+548
+17% +$24K 0.03% 356
2017
Q2
$164K Buy
3,238
+1,564
+93% +$79.2K 0.03% 359
2017
Q1
$86K Buy
1,674
+729
+77% +$37.5K 0.02% 492
2016
Q4
$45K Buy
+945
New +$45K 0.01% 620