Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Buy
89,136
+6,705
+8% +$21.1K ﹤0.01% 4518
2025
Q1
$222K Sell
82,431
-20,537
-20% -$55.2K ﹤0.01% 4534
2024
Q4
$290K Buy
102,968
+43,366
+73% +$122K ﹤0.01% 4494
2024
Q3
$127K Sell
59,602
-88,776
-60% -$189K ﹤0.01% 4575
2024
Q2
$294K Sell
148,378
-42,028
-22% -$83.2K ﹤0.01% 4417
2024
Q1
$476K Buy
190,406
+78,214
+70% +$196K ﹤0.01% 4322
2023
Q4
$229K Buy
112,192
+19,710
+21% +$40.2K ﹤0.01% 4528
2023
Q3
$196K Buy
92,482
+46,299
+100% +$98.2K ﹤0.01% 4615
2023
Q2
$92.4K Buy
46,183
+38,885
+533% +$77.8K ﹤0.01% 4850
2023
Q1
$8.76K Hold
7,298
﹤0.01% 5252
2022
Q4
$6.96K Sell
7,298
-8
-0.1% -$8 ﹤0.01% 5413
2022
Q3
$7K Sell
7,306
-2,128
-23% -$2.04K ﹤0.01% 5523
2022
Q2
$10K Sell
9,434
-2,127,630
-100% -$2.26M ﹤0.01% 5536
2022
Q1
$2.52M Sell
2,137,064
-159,831
-7% -$189K ﹤0.01% 4209
2021
Q4
$2.23M Sell
2,296,895
-108,891
-5% -$106K ﹤0.01% 4291
2021
Q3
$3.51M Buy
2,405,786
+209,096
+10% +$305K ﹤0.01% 4023
2021
Q2
$5.29M Buy
2,196,690
+366,545
+20% +$883K ﹤0.01% 3793
2021
Q1
$4.17M Buy
1,830,145
+85,488
+5% +$195K ﹤0.01% 3958
2020
Q4
$2.41M Sell
1,744,657
-1,426,412
-45% -$1.97M ﹤0.01% 3904
2020
Q3
$3.93M Buy
3,171,069
+168,111
+6% +$209K ﹤0.01% 3582
2020
Q2
$5.1M Sell
3,002,958
-5,422
-0.2% -$9.22K ﹤0.01% 3443
2020
Q1
$5.42M Sell
3,008,380
-5,913,889
-66% -$10.6M ﹤0.01% 3267
2019
Q4
$42M Buy
8,922,269
+1,485,642
+20% +$7M ﹤0.01% 2448
2019
Q3
$51.2M Buy
7,436,627
+5,163,162
+227% +$35.6M ﹤0.01% 2255
2019
Q2
$17.1M Sell
2,273,465
-131,415
-5% -$986K ﹤0.01% 2906
2019
Q1
$12.2M Buy
2,404,880
+21,766
+0.9% +$110K ﹤0.01% 3000
2018
Q4
$10.2M Sell
2,383,114
-124,286
-5% -$533K ﹤0.01% 3060
2018
Q3
$13.1M Buy
2,507,400
+521,560
+26% +$2.72M ﹤0.01% 3075
2018
Q2
$17.6M Buy
1,985,840
+800,091
+67% +$7.09M ﹤0.01% 2912
2018
Q1
$13.9M Buy
1,185,749
+373,996
+46% +$4.38M ﹤0.01% 2938
2017
Q4
$10.2M Buy
+811,753
New +$10.2M ﹤0.01% 3106