Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Sell
1,031
-40
-4% -$14K 0.04% 300
2025
Q1
$339K Buy
1,071
+23
+2% +$7.28K 0.04% 285
2024
Q4
$354K Sell
1,048
-67
-6% -$22.6K 0.05% 260
2024
Q3
$355K Buy
1,115
+28
+3% +$8.92K 0.05% 254
2024
Q2
$349K Buy
1,087
+53
+5% +$17K 0.05% 243
2024
Q1
$359K Sell
1,034
-112
-10% -$38.9K 0.06% 244
2023
Q4
$416K Buy
1,146
+101
+10% +$36.7K 0.08% 195
2023
Q3
$311K Buy
1,045
+91
+10% +$27.1K 0.07% 198
2023
Q2
$315K Buy
954
+52
+6% +$17.2K 0.07% 194
2023
Q1
$300K Sell
902
-1
-0.1% -$333 0.08% 174
2022
Q4
$218K Sell
903
-22
-2% -$5.32K 0.06% 215
2022
Q3
$205K Buy
925
+71
+8% +$15.7K 0.07% 212
2022
Q2
$205K Buy
854
+57
+7% +$13.7K 0.06% 216
2022
Q1
$253K Buy
797
+4
+0.5% +$1.27K 0.07% 203
2021
Q4
$318K Sell
793
-44
-5% -$17.6K 0.08% 175
2021
Q3
$285K Buy
837
+14
+2% +$4.77K 0.08% 162
2021
Q2
$286K Buy
823
+23
+3% +$7.99K 0.08% 158
2021
Q1
$271K Sell
800
-29
-3% -$9.82K 0.08% 162
2020
Q4
$301K Buy
829
+47
+6% +$17.1K 0.09% 147
2020
Q3
$256K Sell
782
-79
-9% -$25.9K 0.09% 146
2020
Q2
$251K Buy
861
+17
+2% +$4.96K 0.08% 168
2020
Q1
$196K Sell
844
-27
-3% -$6.27K 0.07% 174
2019
Q4
$224K Buy
871
+27
+3% +$6.94K 0.07% 183
2019
Q3
$187K Sell
844
-10
-1% -$2.22K 0.06% 192
2019
Q2
$175K Buy
854
+31
+4% +$6.35K 0.06% 202
2019
Q1
$150K Sell
823
-37
-4% -$6.74K 0.05% 213
2018
Q4
$123K Buy
860
+108
+14% +$15.4K 0.04% 224
2018
Q3
$141K Buy
752
+3
+0.4% +$563 0.05% 210
2018
Q2
$130K Buy
749
+10
+1% +$1.74K 0.05% 208
2018
Q1
$116K Sell
739
-67
-8% -$10.5K 0.04% 212
2017
Q4
$119K Sell
806
-73
-8% -$10.8K 0.04% 207
2017
Q3
$108K Sell
879
-36
-4% -$4.42K 0.04% 209
2017
Q2
$111K Hold
915
0.05% 198
2017
Q1
$98K Sell
915
-19
-2% -$2.04K 0.04% 211
2016
Q4
$86K Hold
934
0.04% 240
2016
Q3
$86K Sell
934
-27
-3% -$2.49K 0.04% 257
2016
Q2
$87K Buy
961
+338
+54% +$30.6K 0.04% 243
2016
Q1
$56K Sell
623
-25
-4% -$2.25K 0.03% 308
2015
Q4
$60K Buy
648
+9
+1% +$833 0.03% 298
2015
Q3
$56K Buy
+639
New +$56K 0.03% 289