Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Buy
110,152
+23,747
+27% +$306K ﹤0.01% 2445
2025
Q1
$1.13M Sell
86,405
-13,486
-14% -$177K ﹤0.01% 2379
2024
Q4
$1.41M Buy
99,891
+927
+0.9% +$13K ﹤0.01% 2427
2024
Q3
$1.13M Buy
98,964
+24,402
+33% +$278K ﹤0.01% 2553
2024
Q2
$739K Buy
74,562
+3,747
+5% +$37.1K ﹤0.01% 2288
2024
Q1
$604K Sell
70,815
-15,702
-18% -$134K ﹤0.01% 2726
2023
Q4
$928K Buy
86,517
+36,121
+72% +$387K ﹤0.01% 2649
2023
Q3
$657K Buy
50,396
+2,108
+4% +$27.5K ﹤0.01% 2377
2023
Q2
$722K Sell
48,288
-5,471
-10% -$81.8K ﹤0.01% 2375
2023
Q1
$672K Buy
53,759
+5,697
+12% +$71.2K ﹤0.01% 2429
2022
Q4
$655K Buy
48,062
+4,398
+10% +$59.9K ﹤0.01% 2421
2022
Q3
$537K Buy
43,664
+16,814
+63% +$207K ﹤0.01% 2544
2022
Q2
$318K Buy
26,850
+4,490
+20% +$53.2K ﹤0.01% 2866
2022
Q1
$335K Sell
22,360
-23,100
-51% -$346K ﹤0.01% 3031
2021
Q4
$929K Buy
45,460
+17,240
+61% +$352K ﹤0.01% 2246
2021
Q3
$525K Buy
28,220
+23,185
+460% +$431K ﹤0.01% 2586
2021
Q2
$95K Sell
5,035
-12,818
-72% -$242K ﹤0.01% 3156
2021
Q1
$283K Buy
17,853
+8,790
+97% +$139K ﹤0.01% 2973
2020
Q4
$131K Sell
9,063
-449
-5% -$6.49K ﹤0.01% 2882
2020
Q3
$125K Sell
9,512
-2,268
-19% -$29.8K ﹤0.01% 2950
2020
Q2
$194K Buy
11,780
+4,993
+74% +$82.2K ﹤0.01% 2819
2020
Q1
$81K Sell
6,787
-13,056
-66% -$156K ﹤0.01% 2913
2019
Q4
$263K Buy
19,843
+10,215
+106% +$135K ﹤0.01% 3042
2019
Q3
$100K Sell
9,628
-2,881
-23% -$29.9K ﹤0.01% 3402
2019
Q2
$131K Sell
12,509
-7,498
-37% -$78.5K ﹤0.01% 3440
2019
Q1
$264K Buy
20,007
+4,427
+28% +$58.4K ﹤0.01% 2908
2018
Q4
$216K Buy
15,580
+8,535
+121% +$118K ﹤0.01% 2690
2018
Q3
$117K Buy
7,045
+5,577
+380% +$92.6K ﹤0.01% 3327
2018
Q2
$21K Sell
1,468
-3,115
-68% -$44.6K ﹤0.01% 3623
2018
Q1
$50K Buy
4,583
+1,424
+45% +$15.5K ﹤0.01% 3507
2017
Q4
$38K Buy
3,159
+2,757
+686% +$33.2K ﹤0.01% 3449
2017
Q3
$4K Buy
402
+389
+2,992% +$3.87K ﹤0.01% 3717
2017
Q2
$0 Sell
13
-23,029
-100% ﹤0.01% 4014
2017
Q1
$229K Buy
+23,042
New +$229K ﹤0.01% 2408
2016
Q4
Sell
-74
Closed -$1K 3940
2016
Q3
$1K Buy
74
+64
+640% +$865 ﹤0.01% 3761
2016
Q2
$0 Sell
10
-208
-95% ﹤0.01% 3785
2016
Q1
$1K Buy
+218
New +$1K ﹤0.01% 3321