Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$125K Buy
4,334
+12
+0.3% +$347 0.04% 81
2025
Q1
$122K Sell
4,322
-159
-4% -$4.5K 0.04% 80
2024
Q4
$102K Buy
4,481
+14
+0.3% +$319 0.03% 92
2024
Q3
$98.3K Buy
4,467
+17
+0.4% +$374 0.03% 95
2024
Q2
$85K Sell
4,450
-632
-12% -$12.1K 0.03% 93
2024
Q1
$89.4K Buy
5,082
+18
+0.4% +$317 0.03% 96
2023
Q4
$85K Buy
5,064
+20
+0.4% +$336 0.03% 101
2023
Q3
$75.8K Sell
5,044
-962
-16% -$14.5K 0.04% 95
2023
Q2
$116K Hold
6,006
0.06% 79
2023
Q1
$116K Buy
6,006
+15
+0.3% +$290 0.06% 79
2022
Q4
$110K Sell
5,991
-331
-5% -$6.08K 0.06% 79
2022
Q3
$97K Buy
6,322
+16
+0.3% +$245 0.13% 82
2022
Q2
$132K Buy
6,306
+459
+8% +$9.61K 0.16% 70
2022
Q1
$104K Buy
5,847
+28
+0.5% +$498 0.12% 86
2021
Q4
$108K Buy
5,819
+3,641
+167% +$67.6K 0.12% 89
2021
Q3
$44K Sell
2,178
-331
-13% -$6.69K 0.05% 135
2021
Q2
$55K Hold
2,509
0.07% 120
2021
Q1
$57K Hold
2,509
0.08% 105
2020
Q4
$55K Sell
2,509
-165
-6% -$3.62K 0.09% 105
2020
Q3
$58K Hold
2,674
0.11% 94
2020
Q2
$61K Sell
2,674
-563
-17% -$12.8K 0.15% 74
2020
Q1
$71K Hold
3,237
0.2% 63
2019
Q4
$96K Hold
3,237
0.31% 58
2019
Q3
$93K Hold
3,237
0.31% 57
2019
Q2
$82K Hold
3,237
0.28% 61
2019
Q1
$77K Hold
3,237
0.27% 64
2018
Q4
$70K Sell
3,237
-795
-20% -$17.2K 0.27% 64
2018
Q3
$102K Buy
4,032
+497
+14% +$12.6K 0.35% 57
2018
Q2
$86K Buy
3,535
+633
+22% +$15.4K 0.32% 63
2018
Q1
$78K Buy
2,902
+655
+29% +$17.6K 0.31% 62
2017
Q4
$66K Buy
2,247
+133
+6% +$3.91K 0.26% 64
2017
Q3
$63K Buy
2,114
+662
+46% +$19.7K 0.27% 67
2017
Q2
$41K Buy
1,452
+79
+6% +$2.23K 0.2% 72
2017
Q1
$43K Hold
1,373
0.2% 70
2016
Q4
$44K Hold
1,373
0.22% 70
2016
Q3
$42K Hold
1,373
0.22% 69
2016
Q2
$45K Sell
1,373
-458
-25% -$15K 0.24% 62
2016
Q1
$54K Hold
1,831
0.3% 55
2015
Q4
$48K Hold
1,831
0.28% 59
2015
Q3
$45K Buy
+1,831
New +$45K 0.26% 57