Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$540K Buy
1,834
+46
+3% +$13.5K 0.01% 536
2025
Q1
$476K Sell
1,788
-12
-0.7% -$3.2K 0.01% 546
2024
Q4
$453K Sell
1,800
-24
-1% -$6.03K 0.01% 554
2024
Q3
$402K Buy
1,824
+111
+6% +$24.4K 0.01% 588
2024
Q2
$295K Sell
1,713
-15
-0.9% -$2.58K 0.01% 674
2024
Q1
$328K Buy
1,728
+7
+0.4% +$1.33K 0.01% 650
2023
Q4
$308K Buy
1,721
+20
+1% +$3.58K 0.01% 635
2023
Q3
$274K Buy
1,701
+21
+1% +$3.38K 0.01% 622
2023
Q2
$246K Buy
1,680
+52
+3% +$7.61K 0.01% 677
2023
Q1
$237K Sell
1,628
-210
-11% -$30.6K 0.01% 663
2022
Q4
$264K Sell
1,838
-53
-3% -$7.61K 0.01% 606
2022
Q3
$274K Buy
1,891
+60
+3% +$8.69K 0.01% 564
2022
Q2
$280K Sell
1,831
-37
-2% -$5.66K 0.01% 565
2022
Q1
$390K Sell
1,868
-81
-4% -$16.9K 0.01% 487
2021
Q4
$477K Buy
1,949
+6
+0.3% +$1.47K 0.01% 412
2021
Q3
$386K Sell
1,943
-4
-0.2% -$795 0.01% 457
2021
Q2
$363K Sell
1,947
-6
-0.3% -$1.12K 0.01% 462
2021
Q1
$407K Buy
1,953
+48
+3% +$10K 0.02% 363
2020
Q4
$335K Sell
1,905
-58
-3% -$10.2K 0.02% 374
2020
Q3
$241K Sell
1,963
-170
-8% -$20.9K 0.01% 421
2020
Q2
$298K Buy
2,133
+1,066
+100% +$149K 0.02% 342
2020
Q1
$114K Buy
1,067
+472
+79% +$50.4K 0.01% 586
2019
Q4
$83K Buy
595
+146
+33% +$20.4K 0.01% 776
2019
Q3
$63K Sell
449
-119
-21% -$16.7K 0.01% 834
2019
Q2
$83K Sell
568
-154
-21% -$22.5K 0.01% 695
2019
Q1
$113K Sell
722
-114
-14% -$17.8K 0.01% 582
2018
Q4
$135K Sell
836
-30
-3% -$4.84K 0.01% 477
2018
Q3
$173K Sell
866
-81
-9% -$16.2K 0.02% 457
2018
Q2
$163K Buy
947
+258
+37% +$44.4K 0.02% 448
2018
Q1
$100K Buy
+689
New +$100K 0.01% 530
2016
Q4
Sell
-112
Closed -$14K 574
2016
Q3
$14K Hold
112
﹤0.01% 921
2016
Q2
$13K Buy
112
+23
+26% +$2.67K ﹤0.01% 844
2016
Q1
$9K Buy
89
+9
+11% +$910 ﹤0.01% 861
2015
Q4
$8K Buy
80
+16
+25% +$1.6K ﹤0.01% 773
2015
Q3
$7K Buy
64
+36
+129% +$3.94K ﹤0.01% 752
2015
Q2
$3K Buy
+28
New +$3K ﹤0.01% 826