Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Buy
12,973
+7,003
+117% +$705K 0.01% 947
2025
Q1
$455K Buy
5,970
+91
+2% +$6.94K ﹤0.01% 1298
2024
Q4
$406K Buy
5,879
+552
+10% +$38.1K ﹤0.01% 1367
2024
Q3
$389K Hold
5,327
﹤0.01% 1394
2024
Q2
$357K Buy
5,327
+701
+15% +$47K ﹤0.01% 1420
2024
Q1
$126K Sell
4,626
-15,138
-77% -$412K ﹤0.01% 1685
2023
Q4
$612K Sell
19,764
-679
-3% -$21K ﹤0.01% 1360
2023
Q3
$516K Buy
20,443
+222
+1% +$5.6K ﹤0.01% 1392
2023
Q2
$427K Buy
20,221
+1,117
+6% +$23.6K ﹤0.01% 1513
2023
Q1
$326K Sell
19,104
-3,207
-14% -$54.7K ﹤0.01% 1603
2022
Q4
$446K Buy
22,311
+3,119
+16% +$62.3K ﹤0.01% 1512
2022
Q3
$413K Buy
19,192
+306
+2% +$6.59K ﹤0.01% 1525
2022
Q2
$372K Sell
18,886
-447
-2% -$8.81K ﹤0.01% 1612
2022
Q1
$454K Sell
19,333
-1,284
-6% -$30.2K ﹤0.01% 1590
2021
Q4
$562K Buy
20,617
+182
+0.9% +$4.96K ﹤0.01% 1522
2021
Q3
$563K Buy
20,435
+936
+5% +$25.8K ﹤0.01% 1513
2021
Q2
$555K Buy
19,499
+5,085
+35% +$145K ﹤0.01% 1589
2021
Q1
$491K Sell
14,414
-1,409
-9% -$48K 0.02% 990
2020
Q4
$527K Buy
15,823
+84
+0.5% +$2.8K 0.02% 937
2020
Q3
$506K Sell
15,739
-462
-3% -$14.9K 0.02% 825
2020
Q2
$446K Buy
16,201
+360
+2% +$9.91K 0.02% 895
2020
Q1
$254K Sell
15,841
-404
-2% -$6.48K 0.01% 1229
2019
Q4
$388K Buy
16,245
+2,491
+18% +$59.5K 0.01% 1255
2019
Q3
$243K Sell
13,754
-181
-1% -$3.2K 0.01% 1444
2019
Q2
$357K Buy
13,935
+2,083
+18% +$53.4K 0.01% 1250
2019
Q1
$345K Buy
11,852
+307
+3% +$8.94K 0.01% 1181
2018
Q4
$151K Buy
+11,545
New +$151K ﹤0.01% 1463
2018
Q3
Sell
-11,699
Closed -$277K 1530
2018
Q2
$277K Buy
11,699
+1,518
+15% +$35.9K 0.01% 1367
2018
Q1
$229K Sell
10,181
-221
-2% -$4.97K 0.01% 1377
2017
Q4
$324K Buy
10,402
+971
+10% +$30.2K 0.01% 1226
2017
Q3
$294K Buy
+9,431
New +$294K 0.01% 1225