Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
4,652
-2,695
-37% -$131K ﹤0.01% 956
2025
Q1
$349K Buy
7,347
+3,648
+99% +$173K 0.01% 711
2024
Q4
$160K Sell
3,699
-1,488
-29% -$64.5K ﹤0.01% 1029
2024
Q3
$363K Buy
5,187
+1,468
+39% +$103K 0.01% 685
2024
Q2
$244K Sell
3,719
-564
-13% -$37.1K 0.01% 783
2024
Q1
$336K Buy
4,283
+533
+14% +$41.8K 0.01% 665
2023
Q4
$357K Sell
3,750
-92
-2% -$8.75K 0.01% 594
2023
Q3
$394K Buy
3,842
+112
+3% +$11.5K 0.01% 526
2023
Q2
$276K Buy
3,730
+80
+2% +$5.92K 0.01% 648
2023
Q1
$254K Buy
3,650
+408
+13% +$28.4K 0.01% 658
2022
Q4
$177K Sell
3,242
-20
-0.6% -$1.09K 0.01% 755
2022
Q3
$119K Buy
3,262
+452
+16% +$16.5K 0.01% 887
2022
Q2
$125K Sell
2,810
-8
-0.3% -$356 0.01% 880
2022
Q1
$167K Sell
2,818
-216
-7% -$12.8K 0.01% 791
2021
Q4
$177K Buy
3,034
+88
+3% +$5.13K 0.01% 787
2021
Q3
$203K Buy
2,946
+500
+20% +$34.5K 0.01% 703
2021
Q2
$188K Buy
2,446
+300
+14% +$23.1K 0.01% 692
2021
Q1
$155K Buy
2,146
+64
+3% +$4.62K 0.01% 724
2020
Q4
$130K Buy
2,082
+64
+3% +$4K 0.01% 718
2020
Q3
$84K Buy
2,018
+170
+9% +$7.08K 0.01% 833
2020
Q2
$68K Buy
1,848
+1,248
+208% +$45.9K ﹤0.01% 921
2020
Q1
$19K Buy
600
+219
+57% +$6.94K ﹤0.01% 1333
2019
Q4
$19K Sell
381
-264
-41% -$13.2K ﹤0.01% 1424
2019
Q3
$30K Buy
645
+536
+492% +$24.9K ﹤0.01% 1176
2019
Q2
$6K Buy
109
+44
+68% +$2.42K ﹤0.01% 1764
2019
Q1
$4K Hold
65
﹤0.01% 1875
2018
Q4
$3K Sell
65
-27
-29% -$1.25K ﹤0.01% 1762
2018
Q3
$6K Hold
92
﹤0.01% 1664
2018
Q2
$6K Sell
92
-30
-25% -$1.96K ﹤0.01% 1546
2018
Q1
$10K Buy
122
+30
+33% +$2.46K ﹤0.01% 1267
2017
Q4
$7K Sell
92
-4
-4% -$304 ﹤0.01% 1447
2017
Q3
$7K Buy
96
+4
+4% +$292 ﹤0.01% 1439
2017
Q2
$7K Buy
92
+47
+104% +$3.58K ﹤0.01% 1452
2017
Q1
$3K Buy
+45
New +$3K ﹤0.01% 1694