Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Sell
1,528
-90
-6% -$25.1K 0.04% 150
2025
Q1
$504K Buy
1,618
+9
+0.6% +$2.8K 0.06% 136
2024
Q4
$419K Sell
1,609
-87
-5% -$22.7K 0.05% 141
2024
Q3
$547K Sell
1,696
-206
-11% -$66.4K 0.06% 116
2024
Q2
$594K Sell
1,902
-122
-6% -$38.1K 0.07% 109
2024
Q1
$576K Sell
2,024
-135
-6% -$38.4K 0.08% 106
2023
Q4
$622K Sell
2,159
-221
-9% -$63.7K 0.09% 101
2023
Q3
$640K Buy
2,380
+150
+7% +$40.3K 0.11% 88
2023
Q2
$495K Sell
2,230
-32
-1% -$7.11K 0.08% 114
2023
Q1
$547K Sell
2,262
-105
-4% -$25.4K 0.1% 94
2022
Q4
$622K Buy
2,367
+56
+2% +$14.7K 0.12% 82
2022
Q3
$521K Buy
2,311
+62
+3% +$14K 0.11% 86
2022
Q2
$547K Sell
2,249
-190
-8% -$46.2K 0.11% 93
2022
Q1
$590K Buy
2,439
+265
+12% +$64.1K 0.1% 92
2021
Q4
$489K Sell
2,174
-62
-3% -$13.9K 0.09% 111
2021
Q3
$475K Buy
2,236
+6
+0.3% +$1.28K 0.09% 105
2021
Q2
$544K Sell
2,230
-53
-2% -$12.9K 0.11% 90
2021
Q1
$568K Sell
2,283
-38
-2% -$9.45K 0.12% 74
2020
Q4
$534K Buy
2,321
+12
+0.5% +$2.76K 0.12% 72
2020
Q3
$587K Buy
2,309
+155
+7% +$39.4K 0.16% 63
2020
Q2
$508K Sell
2,154
-46
-2% -$10.8K 0.14% 67
2020
Q1
$446K Buy
2,200
+47
+2% +$9.53K 0.15% 64
2019
Q4
$519K Buy
2,153
+67
+3% +$16.2K 0.14% 63
2019
Q3
$404K Sell
2,086
-6
-0.3% -$1.16K 0.12% 73
2019
Q2
$386K Buy
2,092
+66
+3% +$12.2K 0.12% 78
2019
Q1
$385K Buy
2,026
+62
+3% +$11.8K 0.12% 74
2018
Q4
$382K Sell
1,964
-31
-2% -$6.03K 0.14% 67
2018
Q3
$414K Sell
1,995
-99
-5% -$20.5K 0.13% 72
2018
Q2
$387K Buy
2,094
+113
+6% +$20.9K 0.13% 68
2018
Q1
$338K Sell
1,981
-100
-5% -$17.1K 0.11% 76
2017
Q4
$362K Hold
2,081
0.12% 81
2017
Q3
$388K Buy
+2,081
New +$388K 0.13% 78