Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$121K Sell
53,178
-39,904
-43% -$91K ﹤0.01% 3597
2025
Q1
$258K Sell
93,082
-66,379
-42% -$184K ﹤0.01% 3293
2024
Q4
$490K Buy
159,461
+73,131
+85% +$225K ﹤0.01% 3037
2024
Q3
$366K Sell
86,330
-26,488
-23% -$112K ﹤0.01% 3183
2024
Q2
$455K Buy
112,818
+95,498
+551% +$385K ﹤0.01% 2759
2024
Q1
$86.3K Buy
17,320
+2,002
+13% +$9.97K ﹤0.01% 3624
2023
Q4
$72K Buy
15,318
+15,270
+31,813% +$71.8K ﹤0.01% 3600
2023
Q3
$182 Sell
48
-22,658
-100% -$85.9K ﹤0.01% 4566
2023
Q2
$72.5K Sell
22,706
-64,300
-74% -$205K ﹤0.01% 3739
2023
Q1
$170K Buy
87,006
+65,658
+308% +$128K ﹤0.01% 3197
2022
Q4
$33.1K Buy
+21,348
New +$33.1K ﹤0.01% 3715
2022
Q3
Sell
-3,197
Closed -$5K 5382
2022
Q2
$5K Buy
3,197
+2,023
+172% +$3.16K ﹤0.01% 4863
2022
Q1
$2K Buy
+1,174
New +$2K ﹤0.01% 5267
2021
Q2
Sell
-3,186
Closed -$7K 5625
2021
Q1
$7K Sell
3,186
-6,830
-68% -$15K ﹤0.01% 5148
2020
Q4
$12K Buy
10,016
+6,853
+217% +$8.21K ﹤0.01% 4835
2020
Q3
$4K Sell
3,163
-3,927
-55% -$4.97K ﹤0.01% 4785
2020
Q2
$18K Sell
7,090
-4,382
-38% -$11.1K ﹤0.01% 4336
2020
Q1
$25K Buy
11,472
+114
+1% +$248 ﹤0.01% 4253
2019
Q4
$51K Buy
11,358
+7,255
+177% +$32.6K ﹤0.01% 3949
2019
Q3
$11K Sell
4,103
-5,672
-58% -$15.2K ﹤0.01% 4535
2019
Q2
$23K Buy
9,775
+1,398
+17% +$3.29K ﹤0.01% 4522
2019
Q1
$62K Buy
8,377
+1,570
+23% +$11.6K ﹤0.01% 3889
2018
Q4
$51K Sell
6,807
-120
-2% -$899 ﹤0.01% 3902
2018
Q3
$77K Buy
6,927
+4,004
+137% +$44.5K ﹤0.01% 3775
2018
Q2
$34K Buy
2,923
+2,785
+2,018% +$32.4K ﹤0.01% 4118
2018
Q1
$1K Sell
138
-825
-86% -$5.98K ﹤0.01% 4854
2017
Q4
$14K Buy
+963
New +$14K ﹤0.01% 4385
2015
Q2
Sell
-4
Closed 5730
2015
Q1
$0 Buy
+4
New ﹤0.01% 5649
2014
Q2
Sell
-73
Closed -$3K 5629
2014
Q1
$3K Buy
+73
New +$3K ﹤0.01% 5172
2013
Q4
Sell
-15
Closed 5465
2013
Q3
$0 Buy
+15
New ﹤0.01% 5270