Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
32,162
+1,638
+5% +$18.3K ﹤0.01% 2203
2025
Q1
$281K Sell
30,524
-275
-0.9% -$2.53K ﹤0.01% 2301
2024
Q4
$242K Sell
30,799
-2,364
-7% -$18.6K ﹤0.01% 2374
2024
Q3
$415K Sell
33,163
-3,278
-9% -$41K ﹤0.01% 2253
2024
Q2
$219K Sell
36,441
-289
-0.8% -$1.74K ﹤0.01% 2670
2024
Q1
$253K Sell
36,730
-53
-0.1% -$366 ﹤0.01% 2595
2023
Q4
$388K Sell
36,783
-504
-1% -$5.32K ﹤0.01% 2302
2023
Q3
$311K Sell
37,287
-1,587
-4% -$13.2K ﹤0.01% 2390
2023
Q2
$519K Sell
38,874
-5,223
-12% -$69.8K ﹤0.01% 2229
2023
Q1
$400K Sell
44,097
-3,235
-7% -$29.3K ﹤0.01% 2342
2022
Q4
$245K Buy
47,332
+26,506
+127% +$137K ﹤0.01% 2640
2022
Q3
$125 Buy
20,826
+2,339
+13% +$14 ﹤0.01% 2940
2022
Q2
$174 Sell
18,487
-418
-2% -$4 ﹤0.01% 2900
2022
Q1
$357K Buy
18,905
+12,762
+208% +$241K ﹤0.01% 2634
2021
Q4
$242K Sell
6,143
-24,888
-80% -$980K ﹤0.01% 2806
2021
Q3
$1.56M Buy
31,031
+18,829
+154% +$945K ﹤0.01% 2057
2021
Q2
$781K Buy
12,202
+9,042
+286% +$579K ﹤0.01% 2502
2021
Q1
$215K Sell
3,160
-13,024
-80% -$886K ﹤0.01% 2716
2020
Q4
$1.25M Buy
16,184
+11,274
+230% +$871K ﹤0.01% 1754
2020
Q3
$260K Sell
4,910
-6,901
-58% -$365K ﹤0.01% 2253
2020
Q2
$474K Buy
11,811
+11,233
+1,943% +$451K ﹤0.01% 1977
2020
Q1
$8K Sell
578
-4,563
-89% -$63.2K ﹤0.01% 3257
2019
Q4
$108K Sell
5,141
-4,466
-46% -$93.8K ﹤0.01% 2953
2019
Q3
$161K Sell
9,607
-61,667
-87% -$1.03M ﹤0.01% 2589
2019
Q2
$1.28M Buy
71,274
+7,412
+12% +$133K ﹤0.01% 1659
2019
Q1
$1.3M Buy
63,862
+57,143
+850% +$1.16M ﹤0.01% 1661
2018
Q4
$97K Sell
6,719
-132,828
-95% -$1.92M ﹤0.01% 2656
2018
Q3
$2.61M Buy
139,547
+138,910
+21,807% +$2.6M ﹤0.01% 1406
2018
Q2
$15K Buy
637
+526
+474% +$12.4K ﹤0.01% 3507
2018
Q1
$3K Sell
111
-9,120
-99% -$246K ﹤0.01% 3717
2017
Q4
$289K Buy
+9,231
New +$289K ﹤0.01% 2281