Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.1K Buy
374
+36
+11% +$1.17K ﹤0.01% 741
2025
Q1
$10.5K Sell
338
-675
-67% -$20.9K ﹤0.01% 824
2024
Q4
$27.7K Sell
1,013
-479
-32% -$13.1K ﹤0.01% 410
2024
Q3
$45.2K Sell
1,492
-538
-27% -$16.3K ﹤0.01% 367
2024
Q2
$62.5K Sell
2,030
-225
-10% -$6.93K ﹤0.01% 352
2024
Q1
$71.5K Sell
2,255
-358
-14% -$11.4K 0.01% 341
2023
Q4
$88.9K Sell
2,613
-661
-20% -$22.5K 0.01% 304
2023
Q3
$105K Sell
3,274
-259
-7% -$8.27K 0.01% 278
2023
Q2
$102K Sell
3,533
-1,139
-24% -$32.8K 0.01% 292
2023
Q1
$131K Sell
4,672
-238
-5% -$6.66K 0.01% 285
2022
Q4
$141K Sell
4,910
-709
-13% -$20.3K 0.01% 295
2022
Q3
$119K Sell
5,619
-1,834
-25% -$38.8K 0.01% 297
2022
Q2
$177K Sell
7,453
-785
-10% -$18.6K 0.02% 263
2022
Q1
$241K Sell
8,238
-789
-9% -$23.1K 0.02% 256
2021
Q4
$250K Sell
9,027
-265
-3% -$7.34K 0.02% 249
2021
Q3
$249K Sell
9,292
-2,049
-18% -$54.9K 0.02% 239
2021
Q2
$276K Sell
11,341
-4,040
-26% -$98.3K 0.02% 229
2021
Q1
$380K Sell
15,381
-3,561
-19% -$88K 0.04% 205
2020
Q4
$391K Sell
18,942
-8,608
-31% -$178K 0.04% 197
2020
Q3
$428K Sell
27,550
-34,700
-56% -$539K 0.04% 185
2020
Q2
$1.2M Sell
62,250
-14,192
-19% -$273K 0.15% 114
2020
Q1
$1.52M Sell
76,442
-1,853
-2% -$36.7K 0.23% 90
2019
Q4
$2.42M Sell
78,295
-3,314
-4% -$103K 0.28% 90
2019
Q3
$2.49M Sell
81,609
-20,000
-20% -$610K 0.31% 85
2019
Q2
$3.36M Sell
101,609
-3,890
-4% -$128K 0.39% 78
2019
Q1
$3.72M Sell
105,499
-9,314
-8% -$328K 0.38% 79
2018
Q4
$3.62M Buy
114,813
+4,156
+4% +$131K 0.42% 77
2018
Q3
$4.17M Buy
110,657
+5,414
+5% +$204K 0.43% 79
2018
Q2
$3.91M Buy
105,243
+4,115
+4% +$153K 0.44% 76
2018
Q1
$3.57M Buy
101,128
+51,964
+106% +$1.84M 0.41% 79
2017
Q4
$1.63M Buy
49,164
+24,001
+95% +$797K 0.18% 115
2017
Q3
$832 Buy
+25,163
New +$832 0.09% 142