Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.72M Sell
569,477
-3,126
-0.5% -$9.44K 0.03% 231
2025
Q1
$1.75M Sell
572,603
-18,754
-3% -$57.4K 0.03% 205
2024
Q4
$2.09M Sell
591,357
-6,899
-1% -$24.4K 0.04% 167
2024
Q3
$1.94M Buy
598,256
+18,450
+3% +$59.8K 0.04% 183
2024
Q2
$1.77M Buy
579,806
+1,148
+0.2% +$3.5K 0.04% 181
2024
Q1
$1.66M Buy
578,658
+60,332
+12% +$173K 0.04% 197
2023
Q4
$1.44M Sell
518,326
-66,688
-11% -$186K 0.03% 211
2023
Q3
$1.42M Buy
585,014
+71,844
+14% +$174K 0.04% 191
2023
Q2
$1.21M Buy
513,170
+155,436
+43% +$367K 0.03% 214
2023
Q1
$803K Buy
357,734
+52,896
+17% +$119K 0.02% 296
2022
Q4
$710K Buy
304,838
+4,344
+1% +$10.1K 0.02% 306
2022
Q3
$708K Buy
300,494
+125,732
+72% +$296K 0.02% 274
2022
Q2
$464K Buy
174,762
+27,136
+18% +$72K 0.02% 387
2022
Q1
$569K Buy
147,626
+51,988
+54% +$200K 0.02% 365
2021
Q4
$467K Buy
95,638
+21,174
+28% +$103K 0.01% 416
2021
Q3
$329K Buy
74,464
+8,842
+13% +$39.1K 0.01% 502
2021
Q2
$256K Buy
65,622
+7,978
+14% +$31.1K 0.01% 564
2021
Q1
$183K Buy
57,644
+1,940
+3% +$6.16K 0.01% 634
2020
Q4
$157K Buy
55,704
+5,588
+11% +$15.8K 0.01% 617
2020
Q3
$118K Buy
50,116
+3,764
+8% +$8.86K 0.01% 656
2020
Q2
$77K Sell
46,352
-105,622
-70% -$175K ﹤0.01% 782
2020
Q1
$236K Buy
151,974
+102,774
+209% +$160K 0.02% 361
2019
Q4
$92K Sell
49,200
-4,724
-9% -$8.83K 0.01% 737
2019
Q3
$98K Sell
53,924
-94,958
-64% -$173K 0.01% 650
2019
Q2
$322K Sell
148,882
-2,264
-1% -$4.9K 0.03% 264
2019
Q1
$301K Sell
151,146
-2,009
-1% -$4K 0.03% 268
2018
Q4
$295K Buy
153,155
+48,832
+47% +$94.1K 0.03% 262
2018
Q3
$204K Buy
104,323
+22,227
+27% +$43.5K 0.02% 406
2018
Q2
$147K Sell
82,096
-81,971
-50% -$147K 0.02% 480
2018
Q1
$317K Buy
164,067
+39,608
+32% +$76.5K 0.04% 227
2017
Q4
$255K Buy
124,459
+9,328
+8% +$19.1K 0.03% 275
2017
Q3
$245K Buy
115,131
+2,414
+2% +$5.14K 0.03% 249
2017
Q2
$220K Buy
112,717
+52,861
+88% +$103K 0.03% 243
2017
Q1
$115K Buy
+59,856
New +$115K 0.02% 277
2016
Q4
Sell
-39,819
Closed -$72K 1232
2016
Q3
$72K Buy
39,819
+11,942
+43% +$21.6K 0.01% 437
2016
Q2
$65K Buy
27,877
+26,826
+2,552% +$62.5K 0.01% 406
2016
Q1
$2K Buy
+1,051
New +$2K ﹤0.01% 1193
2014
Q2
Sell
-384
Closed -$1K 1025
2014
Q1
$1K Buy
+384
New +$1K ﹤0.01% 740