Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$544K Sell
3,021
-192
-6% -$34.6K 0.01% 530
2025
Q1
$579K Buy
3,213
+387
+14% +$69.7K 0.01% 477
2024
Q4
$558K Buy
2,826
+7
+0.2% +$1.38K 0.01% 490
2024
Q3
$442K Buy
2,819
+339
+14% +$53.1K 0.01% 559
2024
Q2
$346K Buy
2,480
+148
+6% +$20.7K 0.01% 619
2024
Q1
$277K Buy
2,332
+125
+6% +$14.8K 0.01% 708
2023
Q4
$234K Buy
2,207
+186
+9% +$19.7K 0.01% 734
2023
Q3
$151K Buy
2,021
+47
+2% +$3.5K ﹤0.01% 857
2023
Q2
$148K Sell
1,974
-901
-31% -$67.7K ﹤0.01% 865
2023
Q1
$223K Sell
2,875
-222
-7% -$17.3K 0.01% 685
2022
Q4
$232K Sell
3,097
-246
-7% -$18.4K 0.01% 649
2022
Q3
$237K Buy
3,343
+400
+14% +$28.4K 0.01% 616
2022
Q2
$205K Sell
2,943
-258
-8% -$18K 0.01% 693
2022
Q1
$268K Sell
3,201
-221
-6% -$18.5K 0.01% 618
2021
Q4
$290K Buy
3,422
+449
+15% +$38.1K 0.01% 582
2021
Q3
$207K Buy
2,973
+704
+31% +$49K 0.01% 672
2021
Q2
$197K Buy
2,269
+53
+2% +$4.6K 0.01% 682
2021
Q1
$172K Sell
2,216
-107
-5% -$8.31K 0.01% 660
2020
Q4
$193K Sell
2,323
-13
-0.6% -$1.08K 0.01% 550
2020
Q3
$177K Sell
2,336
-35
-1% -$2.65K 0.01% 522
2020
Q2
$174K Buy
2,371
+402
+20% +$29.5K 0.01% 498
2020
Q1
$112K Buy
1,969
+1,307
+197% +$74.3K 0.01% 592
2019
Q4
$45K Sell
662
-47
-7% -$3.2K ﹤0.01% 1003
2019
Q3
$47K Buy
709
+5
+0.7% +$331 ﹤0.01% 947
2019
Q2
$49K Sell
704
-18
-2% -$1.25K ﹤0.01% 908
2019
Q1
$54K Buy
722
+191
+36% +$14.3K ﹤0.01% 848
2018
Q4
$35K Buy
531
+32
+6% +$2.11K ﹤0.01% 952
2018
Q3
$42K Buy
499
+414
+487% +$34.8K ﹤0.01% 937
2018
Q2
$6K Buy
+85
New +$6K ﹤0.01% 1510