Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.95M Buy
282,633
+8,770
+3% +$123K ﹤0.01% 2427
2025
Q1
$2.13M Buy
273,863
+19,253
+8% +$149K ﹤0.01% 2597
2024
Q4
$1.8M Sell
254,610
-12,943
-5% -$91.6K ﹤0.01% 2711
2024
Q3
$2.01M Buy
267,553
+18,069
+7% +$136K ﹤0.01% 2704
2024
Q2
$1.93M Sell
249,484
-81,192
-25% -$627K ﹤0.01% 2713
2024
Q1
$2.95M Buy
330,676
+12,992
+4% +$116K ﹤0.01% 2479
2023
Q4
$3.27M Buy
317,684
+2,929
+0.9% +$30.1K ﹤0.01% 2483
2023
Q3
$3.09M Buy
314,755
+15,014
+5% +$147K ﹤0.01% 2450
2023
Q2
$4.39M Buy
299,741
+2,027
+0.7% +$29.7K ﹤0.01% 2282
2023
Q1
$4.22M Sell
297,714
-821
-0.3% -$11.7K ﹤0.01% 2283
2022
Q4
$4.25M Buy
298,535
+12,108
+4% +$172K ﹤0.01% 2301
2022
Q3
$5.15M Buy
286,427
+4,456
+2% +$80.2K ﹤0.01% 2204
2022
Q2
$7.84M Buy
281,971
+6,163
+2% +$171K ﹤0.01% 1963
2022
Q1
$13.9M Buy
275,808
+9,161
+3% +$463K ﹤0.01% 1767
2021
Q4
$13.2M Buy
266,647
+823
+0.3% +$40.8K ﹤0.01% 1853
2021
Q3
$22.4M Buy
265,824
+4,739
+2% +$400K 0.01% 1489
2021
Q2
$21.1M Buy
261,085
+55,869
+27% +$4.52M 0.01% 1546
2021
Q1
$11.6M Buy
205,216
+12,456
+6% +$701K ﹤0.01% 1871
2020
Q4
$12.3M Buy
192,760
+24,178
+14% +$1.54M ﹤0.01% 1738
2020
Q3
$6.46M Buy
168,582
+18,926
+13% +$725K ﹤0.01% 1944
2020
Q2
$4.82M Buy
149,656
+27,659
+23% +$890K ﹤0.01% 2053
2020
Q1
$1.21M Buy
121,997
+2,424
+2% +$24.1K ﹤0.01% 2442
2019
Q4
$2.6M Buy
119,573
+3,274
+3% +$71.1K ﹤0.01% 2338
2019
Q3
$1.86M Buy
116,299
+77,632
+201% +$1.24M ﹤0.01% 2397
2019
Q2
$1.06M Buy
38,667
+2,290
+6% +$62.6K ﹤0.01% 2557
2019
Q1
$1.47M Buy
36,377
+18,517
+104% +$747K ﹤0.01% 2450
2018
Q4
$351K Hold
17,860
﹤0.01% 2884
2018
Q3
$384K Buy
+17,860
New +$384K ﹤0.01% 2923