Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$152K Sell
5,066
-60
-1% -$1.8K 0.01% 324
2025
Q1
$173K Buy
5,126
+150
+3% +$5.07K 0.01% 306
2024
Q4
$147K Sell
4,976
-179
-3% -$5.29K 0.01% 298
2024
Q3
$162K Buy
5,155
+2,134
+71% +$67K 0.01% 275
2024
Q2
$109K Sell
3,021
-2,932
-49% -$106K 0.01% 315
2024
Q1
$224K Sell
5,953
-654
-10% -$24.6K 0.02% 201
2023
Q4
$234K Buy
6,607
+4,192
+174% +$148K 0.02% 181
2023
Q3
$93.5K Buy
2,415
+2
+0.1% +$77 0.01% 220
2023
Q2
$85.2K Buy
2,413
+1
+0% +$35 0.01% 233
2023
Q1
$91.5K Buy
2,412
+1,089
+82% +$41.3K 0.01% 211
2022
Q4
$46.2K Buy
1,323
+205
+18% +$7.16K 0.01% 263
2022
Q3
$32K Buy
1,118
+103
+10% +$2.95K ﹤0.01% 285
2022
Q2
$29K Buy
1,015
+4
+0.4% +$114 ﹤0.01% 295
2022
Q1
$30K Buy
1,011
+3
+0.3% +$89 ﹤0.01% 298
2021
Q4
$27K Buy
1,008
+4
+0.4% +$107 ﹤0.01% 317
2021
Q3
$27K Sell
1,004
-66
-6% -$1.78K ﹤0.01% 298
2021
Q2
$28K Sell
1,070
-228
-18% -$5.97K ﹤0.01% 299
2021
Q1
$31.6K Buy
1,298
+404
+45% +$9.84K 0.01% 287
2020
Q4
$18K Hold
894
﹤0.01% 333
2020
Q3
$16K Sell
894
-513
-36% -$9.18K ﹤0.01% 320
2020
Q2
$33K Buy
1,407
+457
+48% +$10.7K 0.01% 204
2020
Q1
$23K Buy
950
+138
+17% +$3.34K 0.01% 222
2019
Q4
$31K Buy
812
+180
+28% +$6.87K 0.01% 180
2019
Q3
$24K Sell
632
-56
-8% -$2.13K 0.01% 196
2019
Q2
$28K Sell
688
-2
-0.3% -$81 0.01% 187
2019
Q1
$30K Sell
690
-11
-2% -$478 0.01% 185
2018
Q4
$26K Buy
701
+95
+16% +$3.52K 0.01% 195
2018
Q3
$27K Buy
606
+225
+59% +$10K 0.01% 197
2018
Q2
$16K Buy
381
+43
+13% +$1.81K 0.01% 240
2018
Q1
$13K Buy
338
+323
+2,153% +$12.4K 0.01% 252
2017
Q4
$1K Buy
+15
New +$1K ﹤0.01% 434