Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$594K Buy
1,690
+90
+6% +$31.6K 0.01% 508
2025
Q1
$507K Buy
1,600
+169
+12% +$53.5K 0.01% 527
2024
Q4
$483K Buy
1,431
+97
+7% +$32.7K 0.01% 537
2024
Q3
$425K Buy
1,334
+87
+7% +$27.7K 0.01% 578
2024
Q2
$401K Sell
1,247
-16
-1% -$5.14K 0.01% 569
2024
Q1
$438K Sell
1,263
-405
-24% -$141K 0.01% 546
2023
Q4
$605K Sell
1,668
-92
-5% -$33.4K 0.01% 412
2023
Q3
$524K Buy
1,760
+288
+20% +$85.7K 0.01% 432
2023
Q2
$486K Buy
1,472
+1
+0.1% +$330 0.01% 448
2023
Q1
$490K Buy
1,471
+63
+4% +$21K 0.01% 446
2022
Q4
$340K Sell
1,408
-1,120
-44% -$271K 0.01% 525
2022
Q3
$560K Buy
2,528
+390
+18% +$86.4K 0.02% 335
2022
Q2
$512K Buy
2,138
+689
+48% +$165K 0.02% 367
2022
Q1
$460K Sell
1,449
-150
-9% -$47.6K 0.01% 430
2021
Q4
$641K Buy
1,599
+128
+9% +$51.3K 0.02% 324
2021
Q3
$501K Buy
1,471
+69
+5% +$23.5K 0.02% 366
2021
Q2
$487K Sell
1,402
-4
-0.3% -$1.39K 0.02% 366
2021
Q1
$477K Buy
1,406
+79
+6% +$26.8K 0.02% 326
2020
Q4
$483K Buy
1,327
+22
+2% +$8.01K 0.02% 282
2020
Q3
$427K Buy
1,305
+13
+1% +$4.25K 0.02% 276
2020
Q2
$377K Buy
1,292
+284
+28% +$82.9K 0.02% 274
2020
Q1
$234K Buy
1,008
+720
+250% +$167K 0.02% 363
2019
Q4
$74K Sell
288
-90
-24% -$23.1K 0.01% 827
2019
Q3
$84K Buy
378
+196
+108% +$43.6K 0.01% 720
2019
Q2
$37K Sell
182
-193
-51% -$39.2K ﹤0.01% 991
2019
Q1
$69K Sell
375
-36
-9% -$6.62K 0.01% 765
2018
Q4
$59K Buy
411
+134
+48% +$19.2K 0.01% 775
2018
Q3
$52K Hold
277
0.01% 861
2018
Q2
$48K Sell
277
-12
-4% -$2.08K 0.01% 870
2018
Q1
$45K Buy
+289
New +$45K 0.01% 778
2016
Q4
Sell
-200
Closed -$19K 285
2016
Q3
$19K Buy
200
+18
+10% +$1.71K ﹤0.01% 831
2016
Q2
$17K Sell
182
-358
-66% -$33.4K ﹤0.01% 757
2016
Q1
$48K Buy
540
+54
+11% +$4.8K 0.01% 438
2015
Q4
$45K Buy
486
+428
+738% +$39.6K 0.01% 388
2015
Q3
$5K Buy
+58
New +$5K ﹤0.01% 821