Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.4M Sell
49,962
-2,196
-4% -$369K ﹤0.01% 1099
2025
Q1
$8.69M Sell
52,158
-39,533
-43% -$6.59M ﹤0.01% 1058
2024
Q4
$15.2M Buy
91,691
+29,603
+48% +$4.89M 0.01% 774
2024
Q3
$8.28M Buy
62,088
+17,368
+39% +$2.32M ﹤0.01% 1025
2024
Q2
$5.63M Sell
44,720
-11,203
-20% -$1.41M ﹤0.01% 1116
2024
Q1
$8.21M Buy
55,923
+3,309
+6% +$486K 0.01% 983
2023
Q4
$6.17M Sell
52,614
-969
-2% -$114K ﹤0.01% 1025
2023
Q3
$4.7M Sell
53,583
-11,324
-17% -$993K ﹤0.01% 1064
2023
Q2
$10.7M Sell
64,907
-56,230
-46% -$9.25M 0.01% 804
2023
Q1
$22.4M Buy
121,137
+1,986
+2% +$366K 0.02% 572
2022
Q4
$17.6M Sell
119,151
-504,700
-81% -$74.7M 0.01% 609
2022
Q3
$88.1M Buy
623,851
+68,808
+12% +$9.71M 0.06% 175
2022
Q2
$72.5M Buy
555,043
+3,108
+0.6% +$406K 0.05% 198
2022
Q1
$80.3M Buy
551,935
+259,865
+89% +$37.8M 0.05% 226
2021
Q4
$85.5M Sell
292,070
-918
-0.3% -$269K 0.05% 232
2021
Q3
$79.3M Sell
292,988
-120,263
-29% -$32.6M 0.05% 245
2021
Q2
$100M Buy
413,251
+100,794
+32% +$24.4M 0.06% 224
2021
Q1
$71.8M Buy
312,457
+14,912
+5% +$3.42M 0.05% 269
2020
Q4
$79.9M Buy
297,545
+15,399
+5% +$4.13M 0.05% 222
2020
Q3
$66.6M Sell
282,146
-85,382
-23% -$20.2M 0.04% 224
2020
Q2
$83.8M Sell
367,528
-96,709
-21% -$22M 0.07% 171
2020
Q1
$82.2M Sell
464,237
-1,071,516
-70% -$190M 0.07% 143
2019
Q4
$243M Buy
1,535,753
+956,488
+165% +$151M 0.18% 54
2019
Q3
$86.2M Buy
579,265
+24,471
+4% +$3.64M 0.07% 169
2019
Q2
$82.6M Buy
554,794
+99,723
+22% +$14.8M 0.07% 179
2019
Q1
$62.9M Sell
455,071
-77,919
-15% -$10.8M 0.06% 176
2018
Q4
$57.2M Buy
532,990
+17,086
+3% +$1.83M 0.06% 182
2018
Q3
$64.3M Buy
515,904
+58,232
+13% +$7.25M 0.06% 166
2018
Q2
$44.7M Sell
457,672
-6,640
-1% -$648K 0.04% 219
2018
Q1
$40.8M Buy
464,312
+445,240
+2,335% +$39.2M 0.03% 267
2017
Q4
$1.62M Sell
19,072
-27,627
-59% -$2.34M ﹤0.01% 1605
2017
Q3
$4.04M Buy
46,699
+19,684
+73% +$1.7M ﹤0.01% 1071
2017
Q2
$2.46M Buy
27,015
+18,525
+218% +$1.69M ﹤0.01% 1349
2017
Q1
$791K Sell
8,490
-103,840
-92% -$9.67M ﹤0.01% 2111
2016
Q4
$7.57M Buy
112,330
+81,794
+268% +$5.51M 0.01% 782
2016
Q3
$1.82M Buy
30,536
+9,115
+43% +$542K ﹤0.01% 1470
2016
Q2
$1.13M Sell
21,421
-9,908
-32% -$520K ﹤0.01% 1584
2016
Q1
$1.31M Buy
31,329
+30,966
+8,531% +$1.3M ﹤0.01% 1811
2015
Q4
$15K Buy
363
+257
+242% +$10.6K ﹤0.01% 4623
2015
Q3
$4K Sell
106
-561
-84% -$21.2K ﹤0.01% 4717
2015
Q2
$26K Sell
667
-887
-57% -$34.6K ﹤0.01% 4132
2015
Q1
$51K Buy
1,554
+1,249
+410% +$41K ﹤0.01% 3866
2014
Q4
$8K Sell
305
-78,749
-100% -$2.07M ﹤0.01% 4918
2014
Q3
$1.68M Buy
79,054
+76,183
+2,654% +$1.62M ﹤0.01% 1366
2014
Q2
$68K Sell
2,871
-1,151
-29% -$27.3K ﹤0.01% 3340
2014
Q1
$109K Sell
4,022
-32,869
-89% -$891K ﹤0.01% 3416
2013
Q4
$1.08M Buy
36,891
+5,294
+17% +$155K ﹤0.01% 1783
2013
Q3
$842K Sell
31,597
-13,043
-29% -$348K ﹤0.01% 1642
2013
Q2
$947K Buy
+44,640
New +$947K ﹤0.01% 1621