Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$487K Buy
6,546
+66
+1% +$4.91K 0.01% 457
2025
Q1
$439K Buy
6,480
+213
+3% +$14.4K 0.01% 441
2024
Q4
$388K Buy
6,267
+493
+9% +$30.5K 0.01% 461
2024
Q3
$376K Sell
5,774
-313
-5% -$20.4K 0.01% 471
2024
Q2
$327K Buy
6,087
+697
+13% +$37.4K 0.01% 493
2024
Q1
$276K Sell
5,390
-1,747
-24% -$89.4K 0.01% 531
2023
Q4
$311K Buy
7,137
+365
+5% +$15.9K 0.01% 477
2023
Q3
$299K Buy
6,772
+589
+10% +$26K 0.01% 458
2023
Q2
$276K Sell
6,183
-44
-0.7% -$1.97K 0.01% 451
2023
Q1
$276K Sell
6,227
-1,507
-19% -$66.9K 0.01% 463
2022
Q4
$321K Buy
+7,734
New +$321K 0.02% 372
2022
Q2
Sell
-5,244
Closed -$300K 516
2022
Q1
$300K Buy
5,244
+1,343
+34% +$76.8K 0.02% 422
2021
Q4
$259K Buy
3,901
+21
+0.5% +$1.39K 0.01% 426
2021
Q3
$270K Buy
+3,880
New +$270K 0.02% 400
2021
Q2
Sell
-2,948
Closed -$181K 790
2021
Q1
$181K Buy
2,948
+1,178
+67% +$72.3K 0.01% 455
2020
Q4
$89K Buy
1,770
+563
+47% +$28.3K ﹤0.01% 590
2020
Q3
$63K Sell
1,207
-1,560
-56% -$81.4K 0.01% 571
2020
Q2
$145K Sell
2,767
-43
-2% -$2.25K 0.01% 381
2020
Q1
$94K Sell
2,810
-677
-19% -$22.6K 0.01% 430
2019
Q4
$126K Buy
3,487
+750
+27% +$27.1K 0.01% 410
2019
Q3
$107K Hold
2,737
0.01% 418
2019
Q2
$108K Sell
2,737
-5
-0.2% -$197 0.01% 413
2019
Q1
$102K Buy
2,742
+996
+57% +$37.1K 0.01% 403
2018
Q4
$49K Sell
1,746
-1,319
-43% -$37K 0.01% 506
2018
Q3
$88K Sell
3,065
-86
-3% -$2.47K 0.01% 423
2018
Q2
$107K Buy
3,151
+56
+2% +$1.9K 0.02% 389
2018
Q1
$125K Sell
3,095
-490
-14% -$19.8K 0.02% 322
2017
Q4
$135K Buy
3,585
+420
+13% +$15.8K 0.02% 293
2017
Q3
$122K Buy
+3,165
New +$122K 0.03% 262