Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$147K Sell
32,465
-26,155
-45% -$118K ﹤0.01% 3488
2025
Q1
$269K Buy
58,620
+7,867
+16% +$36.1K ﹤0.01% 3264
2024
Q4
$321K Buy
50,753
+2,775
+6% +$17.6K ﹤0.01% 3292
2024
Q3
$273K Buy
47,978
+33,179
+224% +$188K ﹤0.01% 3379
2024
Q2
$61.1K Buy
14,799
+2,311
+19% +$9.54K ﹤0.01% 3748
2024
Q1
$61.3K Buy
12,488
+3,016
+32% +$14.8K ﹤0.01% 3786
2023
Q4
$53.2K Buy
9,472
+9,319
+6,091% +$52.4K ﹤0.01% 3739
2023
Q3
$528 Sell
153
-19,763
-99% -$68.2K ﹤0.01% 4431
2023
Q2
$79.3K Buy
19,916
+17,810
+846% +$70.9K ﹤0.01% 3689
2023
Q1
$8.17K Sell
2,106
-46,057
-96% -$179K ﹤0.01% 4145
2022
Q4
$246K Sell
48,163
-4,788
-9% -$24.5K ﹤0.01% 2941
2022
Q3
$400K Buy
52,951
+11,582
+28% +$87.5K ﹤0.01% 2726
2022
Q2
$497K Sell
41,369
-53,853
-57% -$647K ﹤0.01% 2615
2022
Q1
$2.06M Sell
95,222
-1,448
-1% -$31.3K ﹤0.01% 1754
2021
Q4
$1.99M Buy
96,670
+12,050
+14% +$248K ﹤0.01% 1977
2021
Q3
$2.13M Sell
84,620
-54
-0.1% -$1.36K ﹤0.01% 1872
2021
Q2
$2.14M Buy
84,674
+18,604
+28% +$471K ﹤0.01% 2053
2021
Q1
$1.68M Buy
66,070
+17,425
+36% +$443K ﹤0.01% 2034
2020
Q4
$957K Buy
48,645
+35,563
+272% +$700K ﹤0.01% 2206
2020
Q3
$140K Sell
13,082
-230,227
-95% -$2.46M ﹤0.01% 2959
2020
Q2
$2.65M Buy
243,309
+225,977
+1,304% +$2.46M ﹤0.01% 1424
2020
Q1
$214K Sell
17,332
-6,164
-26% -$76.1K ﹤0.01% 2813
2019
Q4
$279K Sell
23,496
-20,605
-47% -$245K ﹤0.01% 2968
2019
Q3
$328K Sell
44,101
-8,564
-16% -$63.7K ﹤0.01% 2816
2019
Q2
$512K Sell
52,665
-859
-2% -$8.35K ﹤0.01% 2654
2019
Q1
$625K Buy
53,524
+3,860
+8% +$45.1K ﹤0.01% 2329
2018
Q4
$578K Buy
49,664
+48,021
+2,923% +$559K ﹤0.01% 2401
2018
Q3
$34K Sell
1,643
-23,771
-94% -$492K ﹤0.01% 4305
2018
Q2
$328K Buy
25,414
+20,293
+396% +$262K ﹤0.01% 2605
2018
Q1
$55K Sell
5,121
-4,071
-44% -$43.7K ﹤0.01% 3704
2017
Q4
$75K Buy
9,192
+7,469
+433% +$60.9K ﹤0.01% 3587
2017
Q3
$15K Sell
1,723
-25,584
-94% -$223K ﹤0.01% 4109
2017
Q2
$349K Sell
27,307
-164,107
-86% -$2.1M ﹤0.01% 2633
2017
Q1
$2.67M Buy
191,414
+112,130
+141% +$1.56M ﹤0.01% 1227
2016
Q4
$1.19M Buy
79,284
+57,775
+269% +$864K ﹤0.01% 2241
2016
Q3
$210K Sell
21,509
-782
-4% -$7.64K ﹤0.01% 2940
2016
Q2
$162K Sell
22,291
-20,540
-48% -$149K ﹤0.01% 3004
2016
Q1
$329K Buy
42,831
+12,978
+43% +$99.7K ﹤0.01% 3071
2015
Q4
$330K Buy
29,853
+28,994
+3,375% +$321K ﹤0.01% 2677
2015
Q3
$10K Sell
859
-19,487
-96% -$227K ﹤0.01% 4392
2015
Q2
$406K Sell
20,346
-5,925
-23% -$118K ﹤0.01% 2295
2015
Q1
$610K Sell
26,271
-9,974
-28% -$232K ﹤0.01% 2128
2014
Q4
$1.07M Buy
36,245
+12,227
+51% +$360K ﹤0.01% 1734
2014
Q3
$562K Sell
24,018
-10,002
-29% -$234K ﹤0.01% 1951
2014
Q2
$841K Sell
34,020
-8,568
-20% -$212K ﹤0.01% 1703
2014
Q1
$1.3M Buy
42,588
+1,680
+4% +$51.2K ﹤0.01% 1421
2013
Q4
$1.37M Buy
40,908
+20,967
+105% +$704K ﹤0.01% 1617
2013
Q3
$502K Sell
19,941
-11,063
-36% -$279K ﹤0.01% 1976
2013
Q2
$684K Buy
+31,004
New +$684K ﹤0.01% 1835