Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63.5K Hold
894
0.01% 202
2025
Q1
$56.8K Sell
894
-70
-7% -$4.44K 0.01% 209
2024
Q4
$72.9K Hold
964
0.01% 179
2024
Q3
$85.2K Sell
964
-1,068
-53% -$94.4K 0.01% 163
2024
Q2
$153K Hold
2,032
0.02% 120
2024
Q1
$191K Sell
2,032
-46,277
-96% -$4.35M 0.03% 108
2023
Q4
$5.24M Sell
48,309
-6,668
-12% -$724K 1.18% 27
2023
Q3
$4.93M Sell
54,977
-1,578
-3% -$141K 1.38% 25
2023
Q2
$6.24M Sell
56,555
-1,702
-3% -$188K 1.59% 23
2023
Q1
$7.14M Sell
58,257
-2,886
-5% -$354K 1.91% 19
2022
Q4
$7.15M Sell
61,143
-2,470
-4% -$289K 1.93% 19
2022
Q3
$5.29M Buy
63,613
+242
+0.4% +$20.1K 1.47% 27
2022
Q2
$6.48M Sell
63,371
-830
-1% -$84.8K 1.8% 21
2022
Q1
$8.64M Buy
64,201
+1,909
+3% +$257K 1.98% 15
2021
Q4
$10.4M Sell
62,292
-1,400
-2% -$233K 2.35% 11
2021
Q3
$9.25M Buy
63,692
+1,990
+3% +$289K 2.32% 11
2021
Q2
$9.53M Buy
61,702
+1,432
+2% +$221K 2.51% 10
2021
Q1
$8.01M Buy
60,270
+1,385
+2% +$184K 2.36% 12
2020
Q4
$8.33M Sell
58,885
-1,475
-2% -$209K 2.65% 10
2020
Q3
$7.58M Buy
60,360
+2,652
+5% +$333K 2.64% 9
2020
Q2
$5.66M Buy
57,708
+2,555
+5% +$251K 2.34% 13
2020
Q1
$4.56M Buy
55,153
+1,123
+2% +$92.9K 2.4% 16
2019
Q4
$5.47M Buy
54,030
+317
+0.6% +$32.1K 2.44% 13
2019
Q3
$5.05M Buy
53,713
+2,240
+4% +$210K 2.38% 12
2019
Q2
$4.32M Sell
51,473
-891
-2% -$74.8K 2.14% 17
2019
Q1
$4.41M Buy
52,364
+3,076
+6% +$259K 2.29% 13
2018
Q4
$3.65M Buy
49,288
+3,934
+9% +$292K 2.28% 15
2018
Q3
$3.84M Buy
45,354
+1,206
+3% +$102K 2.12% 16
2018
Q2
$3.52M Buy
44,148
+877
+2% +$69.9K 2.24% 14
2018
Q1
$2.88M Sell
43,271
-310
-0.7% -$20.6K 1.92% 21
2017
Q4
$2.73M Sell
43,581
-358
-0.8% -$22.4K 1.77% 24
2017
Q3
$2.28M Buy
43,939
+878
+2% +$45.5K 1.56% 29
2017
Q2
$2.54M Buy
43,061
+1,813
+4% +$107K 1.85% 25
2017
Q1
$2.3M Buy
+41,248
New +$2.3M 1.72% 27