Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Sell
19,426
-5,646
-23% -$367K ﹤0.01% 2375
2025
Q1
$1.38M Sell
25,072
-1,097
-4% -$60.3K ﹤0.01% 2355
2024
Q4
$1.6M Buy
26,169
+1,170
+5% +$71.5K ﹤0.01% 2269
2024
Q3
$1.57M Buy
24,999
+2,567
+11% +$161K ﹤0.01% 2230
2024
Q2
$1.29M Buy
22,432
+12,904
+135% +$742K ﹤0.01% 2082
2024
Q1
$658K Buy
9,528
+2,501
+36% +$173K ﹤0.01% 2671
2023
Q4
$461K Buy
7,027
+3,308
+89% +$217K ﹤0.01% 2738
2023
Q3
$248K Sell
3,719
-11,470
-76% -$766K ﹤0.01% 2873
2023
Q2
$1.05M Buy
15,189
+6,693
+79% +$461K ﹤0.01% 2217
2023
Q1
$538K Buy
8,496
+824
+11% +$52.2K ﹤0.01% 2489
2022
Q4
$514K Sell
7,672
-3,898
-34% -$261K ﹤0.01% 2511
2022
Q3
$689K Buy
11,570
+2,362
+26% +$141K ﹤0.01% 2363
2022
Q2
$574K Buy
9,208
+2,198
+31% +$137K ﹤0.01% 2493
2022
Q1
$456K Sell
7,010
-6,070
-46% -$395K ﹤0.01% 2926
2021
Q4
$789K Buy
13,080
+4,944
+61% +$298K ﹤0.01% 2756
2021
Q3
$526K Sell
8,136
-3,216
-28% -$208K ﹤0.01% 2850
2021
Q2
$687K Buy
11,352
+1,077
+10% +$65.2K ﹤0.01% 2857
2021
Q1
$586K Sell
10,275
-3,537
-26% -$202K ﹤0.01% 2727
2020
Q4
$647K Buy
13,812
+236
+2% +$11.1K ﹤0.01% 2476
2020
Q3
$491K Sell
13,576
-2,891
-18% -$105K ﹤0.01% 2259
2020
Q2
$567K Buy
16,467
+7,142
+77% +$246K ﹤0.01% 2475
2020
Q1
$290K Sell
9,325
-17,165
-65% -$534K ﹤0.01% 2628
2019
Q4
$1.17M Buy
26,490
+16,269
+159% +$719K ﹤0.01% 2082
2019
Q3
$387K Sell
10,221
-828
-7% -$31.4K ﹤0.01% 2721
2019
Q2
$360K Buy
11,049
+954
+9% +$31.1K ﹤0.01% 2878
2019
Q1
$417K Buy
10,095
+121
+1% +$5K ﹤0.01% 2626
2018
Q4
$370K Buy
9,974
+2,395
+32% +$88.8K ﹤0.01% 2724
2018
Q3
$407K Sell
7,579
-2,458
-24% -$132K ﹤0.01% 2687
2018
Q2
$531K Buy
10,037
+704
+8% +$37.2K ﹤0.01% 2302
2018
Q1
$487K Sell
9,333
-1,418
-13% -$74K ﹤0.01% 2328
2017
Q4
$652K Buy
10,751
+6,573
+157% +$399K ﹤0.01% 2181
2017
Q3
$245K Buy
4,178
+907
+28% +$53.2K ﹤0.01% 2851
2017
Q2
$182K Sell
3,271
-2,051
-39% -$114K ﹤0.01% 2971
2017
Q1
$293K Sell
5,322
-21,770
-80% -$1.2M ﹤0.01% 2735
2016
Q4
$1.39M Buy
27,092
+16,332
+152% +$838K ﹤0.01% 2137
2016
Q3
$534K Sell
10,760
-30,897
-74% -$1.53M ﹤0.01% 2393
2016
Q2
$1.55M Sell
41,657
-33,797
-45% -$1.26M ﹤0.01% 1368
2016
Q1
$2.47M Buy
75,454
+9,844
+15% +$322K ﹤0.01% 1268
2015
Q4
$2.02M Buy
65,610
+11,726
+22% +$361K ﹤0.01% 1344
2015
Q3
$1.72M Buy
53,884
+17,380
+48% +$554K ﹤0.01% 1400
2015
Q2
$1.31M Buy
36,504
+2,823
+8% +$101K ﹤0.01% 1597
2015
Q1
$1.32M Sell
33,681
-965
-3% -$37.9K ﹤0.01% 1589
2014
Q4
$1.64M Buy
34,646
+2,625
+8% +$124K ﹤0.01% 1388
2014
Q3
$1.4M Buy
32,021
+20,459
+177% +$896K ﹤0.01% 1454
2014
Q2
$631K Buy
11,562
+8,165
+240% +$446K ﹤0.01% 1861
2014
Q1
$178K Sell
3,397
-18,983
-85% -$995K ﹤0.01% 2976
2013
Q4
$1.17M Buy
22,380
+17,935
+403% +$940K ﹤0.01% 1724
2013
Q3
$218K Sell
4,445
-1,462
-25% -$71.7K ﹤0.01% 2527
2013
Q2
$311K Buy
+5,907
New +$311K ﹤0.01% 2388