Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$572K Buy
54,029
+38,153
+240% +$404K ﹤0.01% 2852
2025
Q1
$120K Sell
15,876
-131
-0.8% -$993 ﹤0.01% 3727
2024
Q4
$130K Buy
16,007
+15,856
+10,501% +$129K ﹤0.01% 3856
2024
Q3
$1.39K Sell
151
-2,558
-94% -$23.5K ﹤0.01% 4610
2024
Q2
$24.5K Sell
2,709
-7,596
-74% -$68.7K ﹤0.01% 4200
2024
Q1
$72.2K Buy
10,305
+10,154
+6,725% +$71.1K ﹤0.01% 3706
2023
Q4
$835 Sell
151
-592
-80% -$3.27K ﹤0.01% 4669
2023
Q3
$3.63K Sell
743
-99,608
-99% -$487K ﹤0.01% 4065
2023
Q2
$482K Sell
100,351
-2,878
-3% -$13.8K ﹤0.01% 2768
2023
Q1
$541K Sell
103,229
-4,524
-4% -$23.7K ﹤0.01% 2485
2022
Q4
$544K Buy
107,753
+107,602
+71,260% +$543K ﹤0.01% 2472
2022
Q3
$1K Sell
151
-964
-86% -$6.38K ﹤0.01% 4805
2022
Q2
$5K Sell
1,115
-1,804
-62% -$8.09K ﹤0.01% 4843
2022
Q1
$23K Buy
2,919
+2,768
+1,833% +$21.8K ﹤0.01% 4339
2021
Q4
$1K Hold
151
﹤0.01% 4978
2021
Q3
$1K Hold
151
﹤0.01% 4933
2021
Q2
$1K Sell
151
-26,009
-99% -$172K ﹤0.01% 5347
2021
Q1
$179K Buy
26,160
+737
+3% +$5.04K ﹤0.01% 3414
2020
Q4
$178K Sell
25,423
-67,249
-73% -$471K ﹤0.01% 3305
2020
Q3
$391K Buy
92,672
+9,863
+12% +$41.6K ﹤0.01% 2396
2020
Q2
$249K Sell
82,809
-9,170
-10% -$27.6K ﹤0.01% 2969
2020
Q1
$172K Buy
91,979
+60,873
+196% +$114K ﹤0.01% 2938
2019
Q4
$129K Buy
31,106
+16,262
+110% +$67.4K ﹤0.01% 3374
2019
Q3
$54K Sell
14,844
-214,189
-94% -$779K ﹤0.01% 3736
2019
Q2
$1.24M Sell
229,033
-15,666
-6% -$85K ﹤0.01% 1984
2019
Q1
$1.75M Sell
244,699
-240,230
-50% -$1.72M ﹤0.01% 1582
2018
Q4
$2.29M Sell
484,929
-521,815
-52% -$2.47M ﹤0.01% 1448
2018
Q3
$5.09M Buy
1,006,744
+14,943
+2% +$75.6K ﹤0.01% 997
2018
Q2
$5.53M Buy
991,801
+87,358
+10% +$487K 0.01% 974
2018
Q1
$6.4M Buy
904,443
+656,004
+264% +$4.64M 0.01% 871
2017
Q4
$2.21M Sell
248,439
-6,336
-2% -$56.3K ﹤0.01% 1411
2017
Q3
$1.89M Buy
254,775
+114,453
+82% +$847K ﹤0.01% 1522
2017
Q2
$810K Buy
140,322
+118,403
+540% +$683K ﹤0.01% 2116
2017
Q1
$144K Buy
21,919
+159
+0.7% +$1.05K ﹤0.01% 3147
2016
Q4
$125K Buy
21,760
+18,686
+608% +$107K ﹤0.01% 3820
2016
Q3
$12K Buy
3,074
+1,385
+82% +$5.41K ﹤0.01% 4373
2016
Q2
$8K Buy
1,689
+1,538
+1,019% +$7.29K ﹤0.01% 4583
2016
Q1
$1K Hold
151
﹤0.01% 5195
2015
Q4
$1K Sell
151
-101,478
-100% -$672K ﹤0.01% 5240
2015
Q3
$374K Buy
101,629
+56,015
+123% +$206K ﹤0.01% 2419
2015
Q2
$380K Sell
45,614
-6,976
-13% -$58.1K ﹤0.01% 2345
2015
Q1
$430K Buy
52,590
+2,701
+5% +$22.1K ﹤0.01% 2404
2014
Q4
$435K Buy
49,889
+5,394
+12% +$47K ﹤0.01% 2555
2014
Q3
$381K Buy
44,495
+2,592
+6% +$22.2K ﹤0.01% 2196
2014
Q2
$388K Buy
41,903
+8,585
+26% +$79.5K ﹤0.01% 2140
2014
Q1
$260K Sell
33,318
-24,995
-43% -$195K ﹤0.01% 2641
2013
Q4
$479K Buy
58,313
+35,923
+160% +$295K ﹤0.01% 2391
2013
Q3
$184K Hold
22,390
﹤0.01% 2660
2013
Q2
$148K Buy
+22,390
New +$148K ﹤0.01% 2965