Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Sell
1,758
-2,645
-60% -$403K 0.02% 239
2025
Q1
$647K Buy
4,403
+1,094
+33% +$161K 0.04% 169
2024
Q4
$427K Buy
3,309
+303
+10% +$39.1K 0.03% 174
2024
Q3
$411K Buy
3,006
+179
+6% +$24.5K 0.03% 173
2024
Q2
$289K Sell
2,827
-71
-2% -$7.26K 0.02% 191
2024
Q1
$257K Sell
2,898
-326
-10% -$28.9K 0.02% 190
2023
Q4
$295K Buy
3,224
+1,227
+61% +$112K 0.02% 162
2023
Q3
$156K Sell
1,997
-47
-2% -$3.68K 0.01% 168
2023
Q2
$171K Buy
2,044
+123
+6% +$10.3K 0.02% 164
2023
Q1
$169K Buy
1,921
+1
+0.1% +$88 0.02% 159
2022
Q4
$192K Sell
1,920
-356
-16% -$35.7K 0.02% 143
2022
Q3
$210K Buy
2,276
+1,418
+165% +$131K 0.03% 134
2022
Q2
$93K Sell
858
-255
-23% -$27.6K 0.01% 172
2022
Q1
$139K Buy
1,113
+10
+0.9% +$1.25K 0.02% 153
2021
Q4
$164K Buy
1,103
+584
+113% +$86.8K 0.02% 150
2021
Q3
$76K Sell
519
-30
-5% -$4.39K 0.01% 189
2021
Q2
$91K Buy
549
+152
+38% +$25.2K 0.01% 183
2021
Q1
$63.9K Sell
397
-73
-16% -$11.7K 0.01% 194
2020
Q4
$69K Buy
470
+18
+4% +$2.64K 0.02% 175
2020
Q3
$61K Buy
452
+47
+12% +$6.34K 0.02% 163
2020
Q2
$53K Buy
405
+23
+6% +$3.01K 0.02% 147
2020
Q1
$43K Buy
382
+303
+384% +$34.1K 0.01% 148
2019
Q4
$12K Hold
79
﹤0.01% 307
2019
Q3
$11K Buy
79
+31
+65% +$4.32K ﹤0.01% 304
2019
Q2
$7K Sell
48
-30
-38% -$4.38K ﹤0.01% 390
2019
Q1
$14K Hold
78
0.01% 278
2018
Q4
$12K Buy
78
+30
+63% +$4.62K 0.01% 303
2018
Q3
$8K Hold
48
﹤0.01% 388
2018
Q2
$8K Sell
48
-39
-45% -$6.5K ﹤0.01% 356
2018
Q1
$16K Buy
87
+3
+4% +$552 0.01% 227
2017
Q4
$16K Buy
+84
New +$16K 0.01% 164