Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.56M Sell
236,791
-80,764
-25% -$873K ﹤0.01% 2071
2025
Q1
$3.39M Sell
317,555
-53,059
-14% -$566K ﹤0.01% 1681
2024
Q4
$5.57M Sell
370,614
-552,823
-60% -$8.31M ﹤0.01% 1507
2024
Q3
$11.4M Buy
923,437
+504,293
+120% +$6.2M ﹤0.01% 984
2024
Q2
$6.19M Buy
419,144
+52,240
+14% +$771K ﹤0.01% 1086
2024
Q1
$6.99M Sell
366,904
-22,442
-6% -$428K ﹤0.01% 1205
2023
Q4
$6.67M Buy
389,346
+74,455
+24% +$1.28M ﹤0.01% 1301
2023
Q3
$4.07M Buy
314,891
+20,902
+7% +$270K ﹤0.01% 1260
2023
Q2
$4.8M Buy
293,989
+229,250
+354% +$3.74M ﹤0.01% 1245
2023
Q1
$1.27M Buy
64,739
+3,093
+5% +$60.7K ﹤0.01% 1967
2022
Q4
$1.04M Sell
61,646
-19,022
-24% -$322K ﹤0.01% 2096
2022
Q3
$1.12M Buy
80,668
+17,557
+28% +$244K ﹤0.01% 2042
2022
Q2
$1.14M Sell
63,111
-65,844
-51% -$1.19M ﹤0.01% 1962
2022
Q1
$3.64M Sell
128,955
-235,918
-65% -$6.66M ﹤0.01% 1351
2021
Q4
$10.9M Buy
364,873
+205,778
+129% +$6.13M ﹤0.01% 867
2021
Q3
$5.15M Buy
159,095
+67,335
+73% +$2.18M ﹤0.01% 1244
2021
Q2
$3.23M Sell
91,760
-59,219
-39% -$2.09M ﹤0.01% 1443
2021
Q1
$5.66M Buy
150,979
+104,211
+223% +$3.9M ﹤0.01% 1100
2020
Q4
$1.1M Sell
46,768
-153,471
-77% -$3.6M ﹤0.01% 1922
2020
Q3
$3.04M Buy
200,239
+142,847
+249% +$2.17M ﹤0.01% 1239
2020
Q2
$840K Sell
57,392
-17,141
-23% -$251K ﹤0.01% 2026
2020
Q1
$633K Sell
74,533
-223,835
-75% -$1.9M ﹤0.01% 2002
2019
Q4
$4.66M Sell
298,368
-37,797
-11% -$590K ﹤0.01% 1265
2019
Q3
$4.51M Buy
336,165
+113,234
+51% +$1.52M ﹤0.01% 1157
2019
Q2
$2.53M Buy
222,931
+13,753
+7% +$156K ﹤0.01% 1633
2019
Q1
$2.15M Buy
209,178
+129,291
+162% +$1.33M ﹤0.01% 1507
2018
Q4
$785K Buy
79,887
+71,382
+839% +$701K ﹤0.01% 1982
2018
Q3
$136K Buy
+8,505
New +$136K ﹤0.01% 3257