Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Sell
4,653
-446
-9% -$33.8K 0.01% 682
2025
Q1
$383K Sell
5,099
-1,011
-17% -$75.9K 0.01% 620
2024
Q4
$467K Buy
6,110
+452
+8% +$34.6K 0.01% 548
2024
Q3
$442K Buy
5,658
+32
+0.6% +$2.5K 0.01% 560
2024
Q2
$402K Sell
5,626
-409
-7% -$29.2K 0.01% 568
2024
Q1
$490K Sell
6,035
-226
-4% -$18.3K 0.01% 507
2023
Q4
$458K Buy
6,261
+1,065
+20% +$77.9K 0.01% 498
2023
Q3
$343K Buy
5,196
+584
+13% +$38.6K 0.01% 552
2023
Q2
$342K Sell
4,612
-790
-15% -$58.6K 0.01% 575
2023
Q1
$417K Buy
5,402
+348
+7% +$26.9K 0.01% 492
2022
Q4
$386K Buy
5,054
+98
+2% +$7.49K 0.01% 494
2022
Q3
$350K Sell
4,956
-823
-14% -$58.1K 0.01% 491
2022
Q2
$490K Buy
5,779
+1,306
+29% +$111K 0.02% 376
2022
Q1
$365K Buy
4,473
+729
+19% +$59.5K 0.01% 510
2021
Q4
$294K Buy
3,744
+173
+5% +$13.6K 0.01% 578
2021
Q3
$280K Buy
3,571
+712
+25% +$55.8K 0.01% 563
2021
Q2
$222K Buy
2,859
+898
+46% +$69.7K 0.01% 622
2021
Q1
$154K Buy
1,961
+219
+13% +$17.2K 0.01% 696
2020
Q4
$129K Sell
1,742
-280
-14% -$20.7K 0.01% 677
2020
Q3
$126K Sell
2,022
-695
-26% -$43.3K 0.01% 633
2020
Q2
$148K Sell
2,717
-468
-15% -$25.5K 0.01% 543
2020
Q1
$145K Sell
3,185
-2,199
-41% -$100K 0.01% 510
2019
Q4
$461K Buy
5,384
+821
+18% +$70.3K 0.03% 255
2019
Q3
$362K Buy
4,563
+75
+2% +$5.95K 0.03% 259
2019
Q2
$317K Buy
4,488
+246
+6% +$17.4K 0.03% 271
2019
Q1
$283K Sell
4,242
-40
-0.9% -$2.67K 0.02% 286
2018
Q4
$268K Buy
4,282
+59
+1% +$3.69K 0.03% 290
2018
Q3
$309K Buy
4,223
+285
+7% +$20.9K 0.03% 303
2018
Q2
$269K Buy
3,938
+602
+18% +$41.1K 0.03% 324
2018
Q1
$200K Sell
3,336
-760
-19% -$45.6K 0.02% 346
2017
Q4
$249K Buy
4,096
+82
+2% +$4.99K 0.03% 283
2017
Q3
$217K Sell
4,014
-298
-7% -$16.1K 0.03% 274
2017
Q2
$217K Buy
4,312
+435
+11% +$21.9K 0.03% 247
2017
Q1
$201K Buy
3,877
+233
+6% +$12.1K 0.03% 267
2016
Q4
$202K Sell
3,644
-217
-6% -$12K 0.03% 216
2016
Q3
$189K Sell
3,861
-101
-3% -$4.94K 0.03% 230
2016
Q2
$201K Sell
3,962
-625
-14% -$31.7K 0.03% 183
2016
Q1
$214K Buy
4,587
+124
+3% +$5.79K 0.04% 161
2015
Q4
$183K Sell
4,463
-3,522
-44% -$144K 0.04% 150
2015
Q3
$311K Buy
7,985
+1,882
+31% +$73.3K 0.07% 99
2015
Q2
$220K Buy
6,103
+1,002
+20% +$36.1K 0.05% 135
2015
Q1
$192K Hold
5,101
0.05% 137
2014
Q4
$202K Hold
5,101
0.05% 132
2014
Q3
$194K Hold
5,101
0.06% 119
2014
Q2
$191K Sell
5,101
-66
-1% -$2.47K 0.07% 126
2014
Q1
$187K Sell
5,167
-235
-4% -$8.51K 0.08% 78
2013
Q4
$195K Buy
5,402
+207
+4% +$7.47K 0.07% 86
2013
Q3
$165K Hold
5,195
0.07% 93
2013
Q2
$177K Buy
+5,195
New +$177K 0.09% 83