Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$603K Buy
106,828
+46,050
+76% +$260K ﹤0.01% 2944
2025
Q1
$384K Sell
60,778
-30,192
-33% -$191K ﹤0.01% 2989
2024
Q4
$597K Buy
90,970
+11,876
+15% +$77.9K ﹤0.01% 2949
2024
Q3
$373K Buy
79,094
+58,150
+278% +$274K ﹤0.01% 3151
2024
Q2
$113K Sell
20,944
-19,066
-48% -$103K ﹤0.01% 3319
2024
Q1
$198K Sell
40,010
-38,304
-49% -$190K ﹤0.01% 3343
2023
Q4
$306K Buy
78,314
+68,291
+681% +$267K ﹤0.01% 3294
2023
Q3
$42K Sell
10,023
-1,898
-16% -$7.95K ﹤0.01% 3664
2023
Q2
$56K Sell
11,921
-17,065
-59% -$80.2K ﹤0.01% 3628
2023
Q1
$119K Buy
28,986
+13,638
+89% +$56K ﹤0.01% 3439
2022
Q4
$47K Buy
15,348
+12,925
+533% +$39.6K ﹤0.01% 3797
2022
Q3
$11K Sell
2,423
-445
-16% -$2.02K ﹤0.01% 4134
2022
Q2
$13K Sell
2,868
-4,598
-62% -$20.8K ﹤0.01% 4228
2022
Q1
$49K Sell
7,466
-46,996
-86% -$308K ﹤0.01% 4013
2021
Q4
$255K Buy
54,462
+36,121
+197% +$169K ﹤0.01% 2759
2021
Q3
$125K Buy
18,341
+12,600
+219% +$85.9K ﹤0.01% 3146
2021
Q2
$48K Sell
5,741
-7,452
-56% -$62.3K ﹤0.01% 3408
2021
Q1
$104K Buy
13,193
+8,058
+157% +$63.5K ﹤0.01% 3361
2020
Q4
$43K Sell
5,135
-1,988
-28% -$16.6K ﹤0.01% 3229
2020
Q3
$63K Sell
7,123
-1,312
-16% -$11.6K ﹤0.01% 3194
2020
Q2
$19K Buy
+8,435
New +$19K ﹤0.01% 3571
2019
Q4
Sell
-800
Closed -$2K 4056
2019
Q3
$2K Sell
800
-21,823
-96% -$54.6K ﹤0.01% 4008
2019
Q2
$54K Buy
22,623
+17,022
+304% +$40.6K ﹤0.01% 3812
2019
Q1
$16K Buy
5,601
+591
+12% +$1.69K ﹤0.01% 3949
2018
Q4
$12K Sell
5,010
-1,335
-21% -$3.2K ﹤0.01% 3503
2018
Q3
$20K Sell
6,345
-60,694
-91% -$191K ﹤0.01% 3929
2018
Q2
$255K Buy
67,039
+37,202
+125% +$142K ﹤0.01% 2625
2018
Q1
$159K Sell
29,837
-16,725
-36% -$89.1K ﹤0.01% 2953
2017
Q4
$145K Buy
46,562
+32,057
+221% +$99.8K ﹤0.01% 2826
2017
Q3
$106K Buy
14,505
+13,792
+1,934% +$101K ﹤0.01% 2683
2017
Q2
$6K Sell
713
-13,952
-95% -$117K ﹤0.01% 3510
2017
Q1
$168K Buy
14,665
+14,369
+4,854% +$165K ﹤0.01% 2595
2016
Q4
$5K Sell
296
-98
-25% -$1.66K ﹤0.01% 3434
2016
Q3
$6K Buy
394
+176
+81% +$2.68K ﹤0.01% 3374
2016
Q2
$3K Sell
218
-6,782
-97% -$93.3K ﹤0.01% 3207
2016
Q1
$70K Buy
+7,000
New +$70K ﹤0.01% 2431
2015
Q4
Sell
-191
Closed -$2K 3478
2015
Q3
$2K Sell
191
-147
-43% -$1.54K ﹤0.01% 3523
2015
Q2
$5K Sell
338
-198
-37% -$2.93K ﹤0.01% 3599
2015
Q1
$10K Sell
536
-469
-47% -$8.75K ﹤0.01% 3392
2014
Q4
$21K Sell
1,005
-4,270
-81% -$89.2K ﹤0.01% 3414
2014
Q3
$111K Buy
5,275
+4,888
+1,263% +$103K ﹤0.01% 2589
2014
Q2
$9K Buy
387
+242
+167% +$5.63K ﹤0.01% 3697
2014
Q1
$5K Buy
+145
New +$5K ﹤0.01% 3991