Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Sell
14,062
-10,344
-42% -$188K ﹤0.01% 3237
2025
Q1
$490K Sell
24,406
-5,089
-17% -$102K ﹤0.01% 2959
2024
Q4
$622K Buy
29,495
+4,057
+16% +$85.6K ﹤0.01% 2884
2024
Q3
$619K Buy
25,438
+12,373
+95% +$301K ﹤0.01% 2862
2024
Q2
$286K Buy
13,065
+1,848
+16% +$40.5K ﹤0.01% 2996
2024
Q1
$230K Buy
11,217
+4,048
+56% +$83K ﹤0.01% 3215
2023
Q4
$157K Buy
7,169
+5,498
+329% +$120K ﹤0.01% 3289
2023
Q3
$35.5K Sell
1,671
-9,785
-85% -$208K ﹤0.01% 3547
2023
Q2
$233K Buy
11,456
+8,915
+351% +$182K ﹤0.01% 3154
2023
Q1
$53.6K Buy
2,541
+1,149
+83% +$24.2K ﹤0.01% 3606
2022
Q4
$30.8K Sell
1,392
-347
-20% -$7.69K ﹤0.01% 3744
2022
Q3
$35K Sell
1,739
-1,076
-38% -$21.7K ﹤0.01% 3822
2022
Q2
$57K Buy
2,815
+88
+3% +$1.78K ﹤0.01% 3802
2022
Q1
$50K Sell
2,727
-6,525
-71% -$120K ﹤0.01% 4027
2021
Q4
$181K Buy
9,252
+4,281
+86% +$83.8K ﹤0.01% 3660
2021
Q3
$94K Sell
4,971
-1,878
-27% -$35.5K ﹤0.01% 3694
2021
Q2
$147K Buy
6,849
+3,972
+138% +$85.3K ﹤0.01% 3705
2021
Q1
$61K Sell
2,877
-3,323
-54% -$70.5K ﹤0.01% 3944
2020
Q4
$111K Buy
6,200
+4,267
+221% +$76.4K ﹤0.01% 3616
2020
Q3
$34K Sell
1,933
-6,160
-76% -$108K ﹤0.01% 3683
2020
Q2
$147K Buy
8,093
+633
+8% +$11.5K ﹤0.01% 3234
2020
Q1
$140K Buy
7,460
+2,218
+42% +$41.6K ﹤0.01% 3076
2019
Q4
$113K Buy
5,242
+1,711
+48% +$36.9K ﹤0.01% 3467
2019
Q3
$71K Sell
3,531
-4,575
-56% -$92K ﹤0.01% 3603
2019
Q2
$166K Buy
8,106
+2,456
+43% +$50.3K ﹤0.01% 3319
2019
Q1
$117K Sell
5,650
-1,699
-23% -$35.2K ﹤0.01% 3469
2018
Q4
$142K Buy
7,349
+67
+0.9% +$1.3K ﹤0.01% 3301
2018
Q3
$149K Sell
7,282
-1,429
-16% -$29.2K ﹤0.01% 3335
2018
Q2
$177K Buy
8,711
+741
+9% +$15.1K ﹤0.01% 3033
2018
Q1
$157K Buy
7,970
+261
+3% +$5.14K ﹤0.01% 3079
2017
Q4
$160K Sell
7,709
-26,037
-77% -$540K ﹤0.01% 3116
2017
Q3
$663K Buy
33,746
+20,146
+148% +$396K ﹤0.01% 2221
2017
Q2
$260K Sell
13,600
-3,933
-22% -$75.2K ﹤0.01% 2778
2017
Q1
$298K Sell
17,533
-21,152
-55% -$360K ﹤0.01% 2721
2016
Q4
$671K Buy
38,685
+9,617
+33% +$167K ﹤0.01% 2665
2016
Q3
$490K Buy
29,068
+15,080
+108% +$254K ﹤0.01% 2441
2016
Q2
$268K Sell
13,988
-23,822
-63% -$456K ﹤0.01% 2652
2016
Q1
$739K Buy
37,810
+24,229
+178% +$474K ﹤0.01% 2339
2015
Q4
$261K Buy
13,581
+12,111
+824% +$233K ﹤0.01% 2858
2015
Q3
$25K Sell
1,470
-1,810
-55% -$30.8K ﹤0.01% 3925
2015
Q2
$61K Sell
3,280
-9,745
-75% -$181K ﹤0.01% 3596
2015
Q1
$184K Sell
13,025
-8,536
-40% -$121K ﹤0.01% 3016
2014
Q4
$290K Buy
21,561
+10,690
+98% +$144K ﹤0.01% 2886
2014
Q3
$143K Buy
10,871
+4,112
+61% +$54.1K ﹤0.01% 2866
2014
Q2
$103K Sell
6,759
-10,421
-61% -$159K ﹤0.01% 3052
2014
Q1
$285K Sell
17,180
-3,059
-15% -$50.7K ﹤0.01% 2558
2013
Q4
$358K Buy
20,239
+10,993
+119% +$194K ﹤0.01% 2640
2013
Q3
$167K Sell
9,246
-6,444
-41% -$116K ﹤0.01% 2746
2013
Q2
$271K Buy
+15,690
New +$271K ﹤0.01% 2497