Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$523K Buy
23,913
+8,137
+52% +$178K ﹤0.01% 3018
2025
Q1
$310K Sell
15,776
-4,641
-23% -$91.2K ﹤0.01% 3112
2024
Q4
$549K Buy
20,417
+1,728
+9% +$46.5K ﹤0.01% 2994
2024
Q3
$382K Buy
18,689
+8,539
+84% +$175K ﹤0.01% 3138
2024
Q2
$219K Sell
10,150
-7,569
-43% -$163K ﹤0.01% 3004
2024
Q1
$483K Sell
17,719
-8,228
-32% -$224K ﹤0.01% 2858
2023
Q4
$571K Buy
25,947
+13,889
+115% +$306K ﹤0.01% 2930
2023
Q3
$228K Buy
12,058
+3,241
+37% +$61.3K ﹤0.01% 2963
2023
Q2
$126K Buy
8,817
+472
+6% +$6.75K ﹤0.01% 3311
2023
Q1
$96K Hold
8,345
﹤0.01% 3554
2022
Q4
$81K Sell
8,345
-68
-0.8% -$660 ﹤0.01% 3584
2022
Q3
$82K Hold
8,413
﹤0.01% 3485
2022
Q2
$108K Hold
8,413
﹤0.01% 3429
2022
Q1
$129K Hold
8,413
﹤0.01% 3559
2021
Q4
$116K Sell
8,413
-1,254
-13% -$17.3K ﹤0.01% 2933
2021
Q3
$149K Sell
9,667
-7,238
-43% -$112K ﹤0.01% 3096
2021
Q2
$316K Sell
16,905
-5,955
-26% -$111K ﹤0.01% 2694
2021
Q1
$410K Buy
22,860
+8,732
+62% +$157K ﹤0.01% 2760
2020
Q4
$212K Sell
14,128
-73
-0.5% -$1.1K ﹤0.01% 2680
2020
Q3
$191K Sell
14,201
-1,172
-8% -$15.8K ﹤0.01% 2765
2020
Q2
$196K Buy
15,373
+2,241
+17% +$28.6K ﹤0.01% 2814
2020
Q1
$163K Sell
13,132
-9,946
-43% -$123K ﹤0.01% 2630
2019
Q4
$447K Buy
23,078
+4,995
+28% +$96.7K ﹤0.01% 2748
2019
Q3
$391K Sell
18,083
-2,207
-11% -$47.7K ﹤0.01% 2737
2019
Q2
$554K Buy
20,290
+1,842
+10% +$50.3K ﹤0.01% 2663
2019
Q1
$347K Buy
18,448
+1,925
+12% +$36.2K ﹤0.01% 2786
2018
Q4
$263K Sell
16,523
-5,492
-25% -$87.4K ﹤0.01% 2606
2018
Q3
$452K Buy
22,015
+61
+0.3% +$1.25K ﹤0.01% 2685
2018
Q2
$503K Sell
21,954
-3,532
-14% -$80.9K ﹤0.01% 2279
2018
Q1
$601K Sell
25,486
-10,238
-29% -$241K ﹤0.01% 2160
2017
Q4
$970K Buy
35,724
+1,168
+3% +$31.7K ﹤0.01% 1662
2017
Q3
$785K Sell
34,556
-1,608
-4% -$36.5K ﹤0.01% 1704
2017
Q2
$776K Buy
36,164
+8,987
+33% +$193K ﹤0.01% 1685
2017
Q1
$339K Buy
27,177
+4,968
+22% +$62K ﹤0.01% 2186
2016
Q4
$302K Sell
22,209
-1,161
-5% -$15.8K ﹤0.01% 2083
2016
Q3
$280K Sell
23,370
-851
-4% -$10.2K ﹤0.01% 1973
2016
Q2
$264K Sell
24,221
-1,409
-5% -$15.4K ﹤0.01% 2008
2016
Q1
$462K Buy
25,630
+25,403
+11,191% +$458K ﹤0.01% 1762
2015
Q4
$3K Sell
227
-484
-68% -$6.4K ﹤0.01% 2978
2015
Q3
$8K Buy
711
+302
+74% +$3.4K ﹤0.01% 3135
2015
Q2
$14K Sell
409
-5,853
-93% -$200K ﹤0.01% 3128
2015
Q1
$294K Sell
6,262
-28
-0.4% -$1.32K ﹤0.01% 2134
2014
Q4
$301K Buy
6,290
+5,353
+571% +$256K ﹤0.01% 2198
2014
Q3
$43K Buy
937
+738
+371% +$33.9K ﹤0.01% 3076
2014
Q2
$11K Sell
199
-303
-60% -$16.7K ﹤0.01% 3613
2014
Q1
$23K Sell
502
-1,334
-73% -$61.1K ﹤0.01% 3511
2013
Q4
$87K Buy
1,836
+706
+62% +$33.5K ﹤0.01% 3112
2013
Q3
$51K Buy
1,130
+997
+750% +$45K ﹤0.01% 3198
2013
Q2
$6K Buy
+133
New +$6K ﹤0.01% 4013