Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Buy
15,374
+8,630
+128% +$697K ﹤0.01% 580
2025
Q1
$549K Buy
6,744
+208
+3% +$16.9K ﹤0.01% 850
2024
Q4
$478K Buy
6,536
+143
+2% +$10.5K ﹤0.01% 894
2024
Q3
$380K Buy
6,393
+133
+2% +$7.91K ﹤0.01% 965
2024
Q2
$320K Sell
6,260
-252
-4% -$12.9K ﹤0.01% 904
2024
Q1
$350K Sell
6,512
-25
-0.4% -$1.34K ﹤0.01% 894
2023
Q4
$296K Sell
6,537
-5,098
-44% -$231K ﹤0.01% 953
2023
Q3
$571K Buy
11,635
+90
+0.8% +$4.42K ﹤0.01% 763
2023
Q2
$551K Buy
11,545
+1,250
+12% +$59.7K ﹤0.01% 777
2023
Q1
$408K Sell
10,295
-765
-7% -$30.3K ﹤0.01% 771
2022
Q4
$454K Sell
11,060
-1,203
-10% -$49.4K ﹤0.01% 746
2022
Q3
$475K Sell
12,263
-553
-4% -$21.4K ﹤0.01% 742
2022
Q2
$436K Buy
12,816
+131
+1% +$4.46K ﹤0.01% 736
2022
Q1
$399K Buy
12,685
+4,825
+61% +$152K ﹤0.01% 681
2021
Q4
$193K Buy
7,860
+2,688
+52% +$66K ﹤0.01% 854
2021
Q3
$130K Sell
5,172
-1,499
-22% -$37.7K ﹤0.01% 879
2021
Q2
$190K Buy
6,671
+1,511
+29% +$43K ﹤0.01% 801
2021
Q1
$144K Buy
5,160
+151
+3% +$4.21K ﹤0.01% 812
2020
Q4
$115K Buy
5,009
+298
+6% +$6.84K ﹤0.01% 842
2020
Q3
$80K Buy
4,711
+1,715
+57% +$29.1K ﹤0.01% 881
2020
Q2
$50K Sell
2,996
-11,183
-79% -$187K ﹤0.01% 1343
2020
Q1
$213K Buy
14,179
+2,348
+20% +$35.3K ﹤0.01% 978
2019
Q4
$345K Sell
11,831
-72,820
-86% -$2.12M ﹤0.01% 981
2019
Q3
$2.52M Buy
84,651
+49,099
+138% +$1.46M 0.01% 454
2019
Q2
$1.19M Buy
35,552
+24,825
+231% +$833K ﹤0.01% 672
2019
Q1
$363K Sell
10,727
-5,424
-34% -$184K ﹤0.01% 870
2018
Q4
$474K Buy
16,151
+10,842
+204% +$318K ﹤0.01% 767
2018
Q3
$207K Sell
5,309
-100,372
-95% -$3.91M ﹤0.01% 975
2018
Q2
$3.91M Buy
105,681
+2,960
+3% +$109K 0.02% 303
2018
Q1
$4.89M Sell
102,721
-10,763
-9% -$512K 0.02% 298
2017
Q4
$6.23M Sell
113,484
-49
-0% -$2.69K 0.02% 261
2017
Q3
$5.81M Sell
113,533
-77,682
-41% -$3.97M 0.02% 269
2017
Q2
$8.92M Sell
191,215
-20,461
-10% -$954K 0.04% 223
2017
Q1
$9.93M Buy
211,676
+123,370
+140% +$5.79M 0.04% 234
2016
Q4
$3.88M Buy
+88,306
New +$3.88M 0.02% 363
2015
Q4
Sell
-120
Closed -$4K 1728
2015
Q3
$4K Sell
120
-595
-83% -$19.8K ﹤0.01% 1388
2015
Q2
$26K Buy
715
+668
+1,421% +$24.3K ﹤0.01% 1090
2015
Q1
$2K Hold
47
﹤0.01% 1442
2014
Q4
$2K Hold
47
﹤0.01% 1440
2014
Q3
$2K Hold
47
﹤0.01% 1208
2014
Q2
$2K Hold
47
﹤0.01% 1301
2014
Q1
$2K Hold
47
﹤0.01% 1264
2013
Q4
$2K Hold
47
﹤0.01% 1287
2013
Q3
$1K Buy
+47
New +$1K ﹤0.01% 1224