Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$232K Buy
1,372
+321
+31% +$54.2K ﹤0.01% 840
2025
Q1
$162K Sell
1,051
-241
-19% -$37.2K ﹤0.01% 981
2024
Q4
$219K Sell
1,292
-51
-4% -$8.66K ﹤0.01% 834
2024
Q3
$233K Buy
1,343
+19
+1% +$3.3K ﹤0.01% 792
2024
Q2
$228K Sell
1,324
-207
-14% -$35.6K ﹤0.01% 758
2024
Q1
$399K Buy
1,531
+274
+22% +$71.4K 0.01% 584
2023
Q4
$251K Buy
1,257
+131
+12% +$26.1K 0.01% 706
2023
Q3
$191K Sell
1,126
-263
-19% -$44.7K 0.01% 767
2023
Q2
$287K Sell
1,389
-391
-22% -$80.7K 0.01% 623
2023
Q1
$407K Buy
1,780
+44
+3% +$10.1K 0.01% 497
2022
Q4
$334K Sell
1,736
-156
-8% -$30K 0.01% 527
2022
Q3
$356K Buy
1,892
+270
+17% +$50.8K 0.01% 489
2022
Q2
$312K Buy
1,622
+346
+27% +$66.6K 0.01% 526
2022
Q1
$279K Buy
1,276
+271
+27% +$59.3K 0.01% 609
2021
Q4
$305K Buy
1,005
+86
+9% +$26.1K 0.01% 562
2021
Q3
$261K Buy
919
+91
+11% +$25.8K 0.01% 582
2021
Q2
$205K Buy
828
+45
+6% +$11.1K 0.01% 664
2021
Q1
$171K Sell
783
-28
-3% -$6.12K 0.01% 663
2020
Q4
$230K Sell
811
-22
-3% -$6.24K 0.01% 492
2020
Q3
$189K Buy
833
+66
+9% +$15K 0.01% 496
2020
Q2
$145K Sell
767
-57
-7% -$10.8K 0.01% 550
2020
Q1
$118K Buy
824
+81
+11% +$11.6K 0.01% 569
2019
Q4
$115K Sell
743
-108
-13% -$16.7K 0.01% 659
2019
Q3
$122K Buy
851
+202
+31% +$29K 0.01% 574
2019
Q2
$89K Sell
649
-22
-3% -$3.02K 0.01% 672
2019
Q1
$82K Buy
671
+24
+4% +$2.93K 0.01% 703
2018
Q4
$70K Sell
647
-44
-6% -$4.76K 0.01% 722
2018
Q3
$79K Sell
691
-2
-0.3% -$229 0.01% 730
2018
Q2
$72K Buy
693
+45
+7% +$4.68K 0.01% 730
2018
Q1
$61K Buy
+648
New +$61K 0.01% 675
2016
Q4
Sell
-923
Closed -$62K 867
2016
Q3
$62K Buy
923
+640
+226% +$43K 0.01% 482
2016
Q2
$18K Buy
283
+97
+52% +$6.17K ﹤0.01% 747
2016
Q1
$12K Buy
186
+139
+296% +$8.97K ﹤0.01% 801
2015
Q4
$3K Buy
+47
New +$3K ﹤0.01% 1022