Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Buy
5,387
+841
+18% +$21.2K ﹤0.01% 4610
2025
Q1
$90.6K Buy
4,546
+246
+6% +$4.9K ﹤0.01% 4708
2024
Q4
$113K Buy
4,300
+1,183
+38% +$31.1K ﹤0.01% 4648
2024
Q3
$82.5K Sell
3,117
-2
-0.1% -$53 ﹤0.01% 4731
2024
Q2
$73.9K Buy
3,119
+341
+12% +$8.08K ﹤0.01% 4748
2024
Q1
$66.8K Buy
2,778
+333
+14% +$8.01K ﹤0.01% 4761
2023
Q4
$45.2K Buy
2,445
+445
+22% +$8.23K ﹤0.01% 4893
2023
Q3
$28.2K Sell
2,000
-979
-33% -$13.8K ﹤0.01% 5099
2023
Q2
$56.3K Buy
2,979
+2,735
+1,121% +$51.7K ﹤0.01% 5103
2023
Q1
$5.17K Sell
244
-50
-17% -$1.06K ﹤0.01% 5728
2022
Q4
$5.41K Sell
294
-48
-14% -$883 ﹤0.01% 5423
2022
Q3
$6K Sell
342
-24
-7% -$421 ﹤0.01% 5537
2022
Q2
$8K Sell
366
-9,569
-96% -$209K ﹤0.01% 5560
2022
Q1
$278K Sell
9,935
-17,335
-64% -$485K ﹤0.01% 4503
2021
Q4
$569K Sell
27,270
-690
-2% -$14.4K ﹤0.01% 4268
2021
Q3
$693K Buy
27,960
+24,186
+641% +$599K ﹤0.01% 4225
2021
Q2
$127K Buy
3,774
+1,660
+79% +$55.9K ﹤0.01% 4903
2021
Q1
$87K Sell
2,114
-8,391
-80% -$345K ﹤0.01% 5205
2020
Q4
$463K Sell
10,505
-177
-2% -$7.8K ﹤0.01% 4487
2020
Q3
$201K Sell
10,682
-1,164
-10% -$21.9K ﹤0.01% 4793
2020
Q2
$234K Buy
11,846
+864
+8% +$17.1K ﹤0.01% 4663
2020
Q1
$223K Buy
10,982
+2,454
+29% +$49.8K ﹤0.01% 4451
2019
Q4
$232K Sell
8,528
-3,261
-28% -$88.7K ﹤0.01% 4718
2019
Q3
$232K Sell
11,789
-900
-7% -$17.7K ﹤0.01% 4699
2019
Q2
$188K Sell
12,689
-6,162
-33% -$91.3K ﹤0.01% 4824
2019
Q1
$234K Sell
18,851
-68
-0.4% -$844 ﹤0.01% 4671
2018
Q4
$240K Buy
18,919
+7,260
+62% +$92.1K ﹤0.01% 4632
2018
Q3
$205K Sell
11,659
-1,763
-13% -$31K ﹤0.01% 4813
2018
Q2
$280K Buy
13,422
+5,151
+62% +$107K ﹤0.01% 4704
2018
Q1
$167K Sell
8,271
-24
-0.3% -$485 ﹤0.01% 4872
2017
Q4
$295K Buy
8,295
+8,106
+4,289% +$288K ﹤0.01% 4617
2017
Q3
$4K Sell
189
-3
-2% -$63 ﹤0.01% 5678
2017
Q2
$1K Hold
192
﹤0.01% 5741
2017
Q1
$1K Sell
192
-237
-55% -$1.23K ﹤0.01% 5775
2016
Q4
$2K Buy
429
+2
+0.5% +$9 ﹤0.01% 5705
2016
Q3
$4K Sell
427
-50
-10% -$468 ﹤0.01% 5617
2016
Q2
$5K Sell
477
-1,807
-79% -$18.9K ﹤0.01% 5513
2016
Q1
$36K Buy
2,284
+294
+15% +$4.63K ﹤0.01% 5134
2015
Q4
$53K Sell
1,990
-446
-18% -$11.9K ﹤0.01% 5049
2015
Q3
$36K Sell
2,436
-526
-18% -$7.77K ﹤0.01% 5144
2015
Q2
$230K Buy
2,962
+1,846
+165% +$143K ﹤0.01% 4403
2015
Q1
$81K Buy
1,116
+609
+120% +$44.2K ﹤0.01% 4660
2014
Q4
$36K Buy
507
+14
+3% +$994 ﹤0.01% 4953
2014
Q3
$41K Sell
493
-55
-10% -$4.57K ﹤0.01% 4869
2014
Q2
$50K Buy
548
+335
+157% +$30.6K ﹤0.01% 4846
2014
Q1
$22K Sell
213
-1,412
-87% -$146K ﹤0.01% 5060
2013
Q4
$218K Sell
1,625
-1,070
-40% -$144K ﹤0.01% 4151
2013
Q3
$241K Sell
2,695
-1,433
-35% -$128K ﹤0.01% 4081
2013
Q2
$299K Buy
+4,128
New +$299K ﹤0.01% 3903