Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$163K Sell
1,072
-248
-19% -$37.8K 0.02% 506
2025
Q1
$194K Buy
1,320
+738
+127% +$108K 0.03% 430
2024
Q4
$75.1K Buy
582
+85
+17% +$11K 0.02% 415
2024
Q3
$67.9K Buy
497
+129
+35% +$17.6K 0.02% 346
2024
Q2
$37.6K Buy
368
+287
+354% +$29.3K 0.01% 484
2024
Q1
$7.21K Sell
81
-40
-33% -$3.56K ﹤0.01% 890
2023
Q4
$11K Hold
121
﹤0.01% 708
2023
Q3
$9.46K Buy
121
+9
+8% +$703 ﹤0.01% 746
2023
Q2
$9.42K Sell
112
-121
-52% -$10.2K ﹤0.01% 798
2023
Q1
$20.5K Buy
233
+36
+18% +$3.17K 0.01% 486
2022
Q4
$19.8K Buy
197
+58
+42% +$5.83K 0.01% 449
2022
Q3
$13K Sell
139
-2
-1% -$187 0.01% 574
2022
Q2
$15K Sell
141
-4
-3% -$426 0.01% 527
2022
Q1
$18K Buy
145
+6
+4% +$745 0.01% 496
2021
Q4
$21K Sell
139
-5
-3% -$755 0.01% 483
2021
Q3
$21K Sell
144
-61
-30% -$8.9K 0.01% 460
2021
Q2
$34K Sell
205
-248
-55% -$41.1K 0.01% 328
2021
Q1
$73K Buy
453
+68
+18% +$11K 0.03% 184
2020
Q4
$56K Sell
385
-37
-9% -$5.38K 0.02% 226
2020
Q3
$56K Sell
422
-279
-40% -$37K 0.03% 202
2020
Q2
$91K Sell
701
-8
-1% -$1.04K 0.04% 142
2020
Q1
$80K Buy
709
+142
+25% +$16K 0.04% 136
2019
Q4
$83K Sell
567
-35
-6% -$5.12K 0.04% 145
2019
Q3
$82K Buy
602
+17
+3% +$2.32K 0.04% 135
2019
Q2
$84K Sell
585
-429
-42% -$61.6K 0.04% 135
2019
Q1
$176K Sell
1,014
-337
-25% -$58.5K 0.08% 106
2018
Q4
$215K Sell
1,351
-65
-5% -$10.3K 0.1% 83
2018
Q3
$249K Sell
1,416
-12
-0.8% -$2.11K 0.1% 82
2018
Q2
$234K Sell
1,428
-4
-0.3% -$655 0.1% 87
2018
Q1
$262K Sell
1,432
-37
-3% -$6.77K 0.11% 82
2017
Q4
$289K Hold
1,469
0.12% 84
2017
Q3
$257K Sell
1,469
-51
-3% -$8.92K 0.14% 67
2017
Q2
$264K Sell
1,520
-8
-0.5% -$1.39K 0.15% 62
2017
Q1
$244K Sell
1,528
-8
-0.5% -$1.28K 0.14% 66
2016
Q4
$229K Sell
1,536
-105
-6% -$15.7K 0.13% 66
2016
Q3
$241K Buy
1,641
+10
+0.6% +$1.47K 0.14% 67
2016
Q2
$238K Sell
1,631
-24
-1% -$3.5K 0.14% 63
2016
Q1
$230K Buy
1,655
+68
+4% +$9.45K 0.14% 62
2015
Q4
$199K Buy
+1,587
New +$199K 0.12% 67