Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Sell
1,044
-133
-11% -$34.9K 0.02% 588
2025
Q1
$274K Buy
1,177
+39
+3% +$9.08K 0.02% 613
2024
Q4
$261K Buy
+1,138
New +$261K 0.02% 620
2022
Q4
Sell
-2,279
Closed -$401K 599
2022
Q3
$401K Sell
2,279
-1,214
-35% -$214K 0.04% 343
2022
Q2
$703K Sell
3,493
-298
-8% -$60K 0.07% 227
2022
Q1
$859K Sell
3,791
-58
-2% -$13.1K 0.07% 225
2021
Q4
$1.04M Buy
3,849
+2,834
+279% +$765K 0.07% 205
2021
Q3
$245K Buy
+1,015
New +$245K 0.02% 564
2019
Q4
Sell
-4,270
Closed -$616K 556
2019
Q3
$616K Sell
4,270
-107
-2% -$15.4K 0.06% 204
2019
Q2
$650K Sell
4,377
-295
-6% -$43.8K 0.07% 200
2019
Q1
$614K Buy
+4,672
New +$614K 0.07% 189
2015
Q2
Sell
-2,166
Closed -$235K 485
2015
Q1
$235K Buy
+2,166
New +$235K 0.03% 428
2014
Q1
Sell
-5,389
Closed -$423K 478
2013
Q4
$423K Sell
5,389
-8,305
-61% -$652K 0.05% 298
2013
Q3
$1.17M Buy
13,694
+348
+3% +$29.6K 0.14% 125
2013
Q2
$1.15M Buy
+13,346
New +$1.15M 0.15% 129