Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$404K Buy
64,688
+12,841
+25% +$80.2K ﹤0.01% 3152
2025
Q1
$251K Sell
51,847
-8,736
-14% -$42.3K ﹤0.01% 3212
2024
Q4
$377K Buy
60,583
+70
+0.1% +$436 ﹤0.01% 3211
2024
Q3
$308K Buy
60,513
+19,772
+49% +$101K ﹤0.01% 3264
2024
Q2
$258K Sell
40,741
-9,344
-19% -$59.2K ﹤0.01% 2911
2024
Q1
$323K Sell
50,085
-14,009
-22% -$90.3K ﹤0.01% 3078
2023
Q4
$534K Buy
64,094
+25,587
+66% +$213K ﹤0.01% 2958
2023
Q3
$236K Buy
38,507
+20,770
+117% +$127K ﹤0.01% 2952
2023
Q2
$133K Sell
17,737
-6,457
-27% -$48.4K ﹤0.01% 3277
2023
Q1
$183K Buy
24,194
+5,058
+26% +$38.3K ﹤0.01% 3201
2022
Q4
$172K Buy
19,136
+4,767
+33% +$42.8K ﹤0.01% 3172
2022
Q3
$106K Buy
14,369
+4,641
+48% +$34.2K ﹤0.01% 3399
2022
Q2
$95K Sell
9,728
-2,308
-19% -$22.5K ﹤0.01% 3483
2022
Q1
$139K Sell
12,036
-23,227
-66% -$268K ﹤0.01% 3516
2021
Q4
$353K Buy
35,263
+16,724
+90% +$167K ﹤0.01% 2651
2021
Q3
$189K Buy
18,539
+12,666
+216% +$129K ﹤0.01% 3001
2021
Q2
$68K Sell
5,873
-11,783
-67% -$136K ﹤0.01% 3268
2021
Q1
$168K Buy
17,656
+10,930
+163% +$104K ﹤0.01% 3199
2020
Q4
$79K Sell
6,726
-2,845
-30% -$33.4K ﹤0.01% 3043
2020
Q3
$135K Sell
9,571
-2,039
-18% -$28.8K ﹤0.01% 2905
2020
Q2
$129K Buy
11,610
+4,791
+70% +$53.2K ﹤0.01% 3011
2020
Q1
$50K Sell
6,819
-13,555
-67% -$99.4K ﹤0.01% 3100
2019
Q4
$161K Buy
20,374
+9,986
+96% +$78.9K ﹤0.01% 3277
2019
Q3
$83K Sell
10,388
-10,019
-49% -$80.1K ﹤0.01% 3490
2019
Q2
$166K Sell
20,407
-3,609
-15% -$29.4K ﹤0.01% 3301
2019
Q1
$251K Buy
24,016
+15,884
+195% +$166K ﹤0.01% 2928
2018
Q4
$53K Sell
8,132
-9,574
-54% -$62.4K ﹤0.01% 3156
2018
Q3
$144K Buy
17,706
+16,410
+1,266% +$133K ﹤0.01% 3224
2018
Q2
$20K Sell
1,296
-11,934
-90% -$184K ﹤0.01% 3641
2018
Q1
$105K Buy
+13,230
New +$105K ﹤0.01% 3149
2014
Q4
Sell
-18
Closed 4165
2014
Q3
$0 Sell
18
-534
-97% ﹤0.01% 4358
2014
Q2
$3K Sell
552
-2,381
-81% -$12.9K ﹤0.01% 4017
2014
Q1
$21K Sell
2,933
-3,794
-56% -$27.2K ﹤0.01% 3549
2013
Q4
$67K Sell
6,727
-2,576
-28% -$25.7K ﹤0.01% 3240
2013
Q3
$140K Buy
9,303
+7,523
+423% +$113K ﹤0.01% 2786
2013
Q2
$17K Buy
+1,780
New +$17K ﹤0.01% 3736