Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$347K Sell
1,526
-36
-2% -$8.18K 0.02% 272
2025
Q1
$381K Hold
1,562
0.03% 260
2024
Q4
$439K Hold
1,562
0.03% 251
2024
Q3
$427K Hold
1,562
0.03% 252
2024
Q2
$468K Sell
1,562
-271
-15% -$81.3K 0.04% 240
2024
Q1
$531K Sell
1,833
-150
-8% -$43.5K 0.04% 236
2023
Q4
$502K Sell
1,983
-32
-2% -$8.1K 0.04% 241
2023
Q3
$534K Buy
2,015
+15
+0.8% +$3.97K 0.05% 224
2023
Q2
$496K Buy
2,000
+8
+0.4% +$1.98K 0.04% 238
2023
Q1
$455K Sell
1,992
-81
-4% -$18.5K 0.04% 247
2022
Q4
$359K Sell
2,073
-400
-16% -$69.3K 0.03% 269
2022
Q3
$367K Sell
2,473
-91
-4% -$13.5K 0.03% 268
2022
Q2
$581K Sell
2,564
-25
-1% -$5.67K 0.05% 238
2022
Q1
$599K Buy
2,589
+25
+1% +$5.78K 0.04% 255
2021
Q4
$663K Buy
2,564
+100
+4% +$25.9K 0.05% 257
2021
Q3
$541K Buy
2,464
+295
+14% +$64.8K 0.04% 277
2021
Q2
$647K Buy
2,169
+120
+6% +$35.8K 0.05% 254
2021
Q1
$582K Sell
2,049
-118
-5% -$33.5K 0.04% 257
2020
Q4
$563K Sell
2,167
-80
-4% -$20.8K 0.04% 256
2020
Q3
$565K Sell
2,247
-260
-10% -$65.4K 0.05% 249
2020
Q2
$351K Buy
2,507
+144
+6% +$20.2K 0.03% 285
2020
Q1
$286K Sell
2,363
-2,889
-55% -$350K 0.02% 294
2019
Q4
$794K Sell
5,252
-4,084
-44% -$617K 0.07% 209
2019
Q3
$1.36M Buy
9,336
+2,931
+46% +$427K 0.13% 147
2019
Q2
$1.05M Sell
6,405
-87
-1% -$14.3K 0.1% 169
2019
Q1
$1.18M Sell
6,492
-255
-4% -$46.3K 0.11% 161
2018
Q4
$1.09M Buy
6,747
+2,055
+44% +$331K 0.12% 148
2018
Q3
$1.13M Buy
4,692
+35
+0.8% +$8.43K 0.11% 160
2018
Q2
$1.06M Buy
4,657
+1,399
+43% +$318K 0.1% 167
2018
Q1
$782K Hold
3,258
0.07% 186
2017
Q4
$813K Sell
3,258
-125
-4% -$31.2K 0.08% 172
2017
Q3
$763K Buy
3,383
+115
+4% +$25.9K 0.08% 178
2017
Q2
$711K Hold
3,268
0.08% 180
2017
Q1
$639K Sell
3,268
-52
-2% -$10.2K 0.07% 182
2016
Q4
$618K Buy
3,320
+46
+1% +$8.56K 0.07% 188
2016
Q3
$571K Hold
3,274
0.06% 193
2016
Q2
$497K Sell
3,274
-90
-3% -$13.7K 0.06% 205
2016
Q1
$547K Buy
+3,364
New +$547K 0.06% 194