Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52.5K Sell
2,148
-427
-17% -$10.4K 0.01% 879
2025
Q1
$71.3K Buy
2,575
+119
+5% +$3.3K 0.01% 705
2024
Q4
$80.1K Buy
2,456
+241
+11% +$7.86K 0.01% 652
2024
Q3
$79.5K Buy
2,215
+39
+2% +$1.4K 0.01% 618
2024
Q2
$76.2K Buy
2,176
+87
+4% +$3.05K 0.01% 592
2024
Q1
$63.1K Sell
2,089
-2,478
-54% -$74.9K 0.01% 670
2023
Q4
$137K Buy
4,567
+2,729
+148% +$82.1K 0.03% 386
2023
Q3
$47.2K Buy
1,838
+166
+10% +$4.27K 0.01% 634
2023
Q2
$51.3K Sell
1,672
-811
-33% -$24.9K 0.01% 601
2023
Q1
$72.9K Buy
2,483
+86
+4% +$2.52K 0.02% 475
2022
Q4
$64.4K Sell
2,397
-125
-5% -$3.36K 0.02% 494
2022
Q3
$63K Buy
2,522
+18
+0.7% +$450 0.02% 453
2022
Q2
$82K Buy
2,504
+931
+59% +$30.5K 0.03% 390
2022
Q1
$57K Buy
1,573
+116
+8% +$4.2K 0.02% 506
2021
Q4
$55K Buy
1,457
+33
+2% +$1.25K 0.01% 498
2021
Q3
$39K Buy
1,424
+134
+10% +$3.67K 0.01% 564
2021
Q2
$39K Buy
1,290
+43
+3% +$1.3K 0.01% 571
2021
Q1
$40K Buy
1,247
+15
+1% +$481 0.01% 542
2020
Q4
$31K Buy
1,232
+293
+31% +$7.37K 0.01% 589
2020
Q3
$17K Buy
939
+265
+39% +$4.8K 0.01% 688
2020
Q2
$12K Sell
674
-448
-40% -$7.98K ﹤0.01% 770
2020
Q1
$19K Buy
1,122
+251
+29% +$4.25K 0.01% 574
2019
Q4
$18K Buy
871
+19
+2% +$393 0.01% 681
2019
Q3
$16K Sell
852
-415
-33% -$7.79K 0.01% 680
2019
Q2
$26K Buy
1,267
+126
+11% +$2.59K 0.01% 549
2019
Q1
$22K Buy
1,141
+228
+25% +$4.4K 0.01% 577
2018
Q4
$19K Sell
913
-50
-5% -$1.04K 0.01% 583
2018
Q3
$25K Sell
963
-53
-5% -$1.38K 0.01% 538
2018
Q2
$23K Buy
1,016
+83
+9% +$1.88K 0.01% 544
2018
Q1
$21K Buy
933
+25
+3% +$563 0.01% 558
2017
Q4
$19K Sell
908
-141
-13% -$2.95K 0.01% 584
2017
Q3
$21K Buy
1,049
+17
+2% +$340 0.01% 535
2017
Q2
$18K Buy
1,032
+408
+65% +$7.12K 0.01% 585
2017
Q1
$11K Sell
624
-23
-4% -$405 ﹤0.01% 678
2016
Q4
$9K Buy
647
+123
+23% +$1.71K ﹤0.01% 726
2016
Q3
$9K Buy
524
+51
+11% +$876 ﹤0.01% 739
2016
Q2
$6K Buy
473
+50
+12% +$634 ﹤0.01% 788
2016
Q1
$5K Buy
423
+73
+21% +$863 ﹤0.01% 777
2015
Q4
$4K Sell
350
-478
-58% -$5.46K ﹤0.01% 797
2015
Q3
$10K Buy
+828
New +$10K 0.01% 646