Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Hold
5,277
0.04% 165
2025
Q1
$120K Sell
5,277
-17
-0.3% -$386 0.05% 166
2024
Q4
$106K Sell
5,294
-9,065
-63% -$182K 0.04% 166
2024
Q3
$337K Sell
14,359
-58
-0.4% -$1.36K 0.13% 146
2024
Q2
$446K Sell
14,417
-150
-1% -$4.65K 0.18% 133
2024
Q1
$643K Sell
14,567
-780
-5% -$34.5K 0.26% 118
2023
Q4
$771K Sell
15,347
-38
-0.2% -$1.91K 0.32% 109
2023
Q3
$547K Sell
15,385
-1,043
-6% -$37.1K 0.26% 114
2023
Q2
$549K Sell
16,428
-71
-0.4% -$2.37K 0.25% 114
2023
Q1
$539K Buy
16,499
+69
+0.4% +$2.25K 0.25% 112
2022
Q4
$434K Sell
16,430
-1,618
-9% -$42.8K 0.19% 124
2022
Q3
$465K Buy
18,048
+1,728
+11% +$44.5K 0.22% 116
2022
Q2
$611K Buy
16,320
+741
+5% +$27.7K 0.28% 107
2022
Q1
$772K Buy
15,579
+1,648
+12% +$81.7K 0.3% 103
2021
Q4
$717K Buy
13,931
+903
+7% +$46.5K 0.3% 107
2021
Q3
$694K Sell
13,028
-1,102
-8% -$58.7K 0.3% 108
2021
Q2
$793K Sell
14,130
-46
-0.3% -$2.58K 0.36% 98
2021
Q1
$907K Sell
14,176
-35
-0.2% -$2.24K 0.42% 93
2020
Q4
$708K Sell
14,211
-890
-6% -$44.3K 0.37% 101
2020
Q3
$782K Sell
15,101
-7,887
-34% -$408K 0.45% 80
2020
Q2
$1.38M Sell
22,988
-93
-0.4% -$5.56K 0.66% 51
2020
Q1
$1.25M Buy
23,081
+1,192
+5% +$64.5K 0.72% 49
2019
Q4
$1.31M Sell
21,889
-6
-0% -$359 0.49% 78
2019
Q3
$1.13M Sell
21,895
-82
-0.4% -$4.23K 0.43% 88
2019
Q2
$1.05M Buy
21,977
+333
+2% +$15.9K 0.39% 92
2019
Q1
$1.16M Sell
21,644
-31
-0.1% -$1.67K 0.44% 81
2018
Q4
$1.02M Buy
21,675
+447
+2% +$21K 0.42% 93
2018
Q3
$1M Sell
21,228
-60
-0.3% -$2.84K 0.35% 104
2018
Q2
$1.06M Sell
21,288
-193
-0.9% -$9.59K 0.37% 103
2018
Q1
$1.12M Buy
21,481
+2,883
+16% +$150K 0.42% 91
2017
Q4
$858K Buy
18,598
+42
+0.2% +$1.94K 0.31% 114
2017
Q3
$707K Buy
18,556
+1,415
+8% +$53.9K 0.26% 127
2017
Q2
$578K Buy
17,141
+1,585
+10% +$53.5K 0.22% 131
2017
Q1
$561K Sell
15,556
-367
-2% -$13.2K 0.22% 133
2016
Q4
$578K Sell
15,923
-969
-6% -$35.1K 0.22% 132
2016
Q3
$638K Sell
16,892
-474
-3% -$17.9K 0.25% 124
2016
Q2
$570K Sell
17,366
-42
-0.2% -$1.38K 0.24% 124
2016
Q1
$563K Sell
17,408
-1,069
-6% -$34.6K 0.27% 120
2015
Q4
$637K Sell
18,477
-291
-2% -$10K 0.3% 109
2015
Q3
$566K Buy
18,768
+235
+1% +$7.08K 0.24% 121
2015
Q2
$564K Sell
18,533
-296
-2% -$9K 0.21% 121
2015
Q1
$589K Sell
18,829
-408
-2% -$12.8K 0.21% 114
2014
Q4
$698K Sell
19,237
-986
-5% -$35.8K 0.23% 112
2014
Q3
$704K Buy
20,223
+2,776
+16% +$96.7K 0.18% 117
2014
Q2
$539K Sell
17,447
-281
-2% -$8.68K 0.13% 130
2014
Q1
$458K Buy
17,728
+852
+5% +$22K 0.13% 136
2013
Q4
$438K Sell
16,876
-585
-3% -$15.2K 0.13% 125
2013
Q3
$400K Sell
17,461
-1,119
-6% -$25.6K 0.13% 122
2013
Q2
$450K Buy
+18,580
New +$450K 0.14% 114