Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$112K Buy
27,925
+1,360
+5% +$5.45K ﹤0.01% 4741
2025
Q1
$61.9K Sell
26,565
-498
-2% -$1.16K ﹤0.01% 4825
2024
Q4
$72.8K Buy
27,063
+166
+0.6% +$447 ﹤0.01% 4798
2024
Q3
$99.5K Buy
26,897
+7,573
+39% +$28K ﹤0.01% 4618
2024
Q2
$58.9K Buy
19,324
+17,234
+825% +$52.6K ﹤0.01% 4776
2024
Q1
$5.79K Sell
2,090
-37,405
-95% -$104K ﹤0.01% 5064
2023
Q4
$92.8K Buy
39,495
+333
+0.9% +$783 ﹤0.01% 4751
2023
Q3
$85.8K Sell
39,162
-10,056
-20% -$22K ﹤0.01% 4824
2023
Q2
$110K Sell
49,218
-26,915
-35% -$60.3K ﹤0.01% 4794
2023
Q1
$148K Buy
76,133
+725
+1% +$1.41K ﹤0.01% 4782
2022
Q4
$133K Buy
75,408
+2,833
+4% +$4.99K ﹤0.01% 4876
2022
Q3
$172K Sell
72,575
-984
-1% -$2.33K ﹤0.01% 4922
2022
Q2
$212K Sell
73,559
-3,544
-5% -$10.2K ﹤0.01% 4922
2022
Q1
$469K Sell
77,103
-1,170
-1% -$7.12K ﹤0.01% 4800
2021
Q4
$665K Buy
78,273
+106
+0.1% +$901 ﹤0.01% 4718
2021
Q3
$1.04M Buy
78,167
+3,283
+4% +$43.8K ﹤0.01% 4473
2021
Q2
$1.38M Sell
74,884
-177,601
-70% -$3.27M ﹤0.01% 4350
2021
Q1
$3.06M Buy
252,485
+158,596
+169% +$1.92M ﹤0.01% 4089
2020
Q4
$567K Sell
93,889
-4,756
-5% -$28.7K ﹤0.01% 4253
2020
Q3
$144K Buy
98,645
+3
+0% +$4 ﹤0.01% 4361
2020
Q2
$146K Sell
98,642
-310
-0.3% -$459 ﹤0.01% 4341
2020
Q1
$87K Buy
98,952
+570
+0.6% +$501 ﹤0.01% 4304
2019
Q4
$152K Buy
98,382
+129
+0.1% +$199 ﹤0.01% 4308
2019
Q3
$164K Buy
98,253
+413
+0.4% +$689 ﹤0.01% 4300
2019
Q2
$161K Sell
97,840
-17,435
-15% -$28.7K ﹤0.01% 4342
2019
Q1
$205K Sell
115,275
-767
-0.7% -$1.36K ﹤0.01% 4184
2018
Q4
$284K Buy
116,042
+225
+0.2% +$551 ﹤0.01% 4121
2018
Q3
$231K Buy
115,817
+2,803
+2% +$5.59K ﹤0.01% 4222
2018
Q2
$425K Buy
113,014
+17,292
+18% +$65K ﹤0.01% 4090
2018
Q1
$306K Sell
95,722
-3,547
-4% -$11.3K ﹤0.01% 4076
2017
Q4
$272K Buy
99,269
+236
+0.2% +$647 ﹤0.01% 4096
2017
Q3
$190K Sell
99,033
-3,509
-3% -$6.73K ﹤0.01% 4165
2017
Q2
$227K Sell
102,542
-19,175
-16% -$42.4K ﹤0.01% 4163
2017
Q1
$373K Buy
+121,717
New +$373K ﹤0.01% 3996