Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.4K Sell
5,308
-5,428
-51% -$72K ﹤0.01% 3861
2025
Q1
$160K Sell
10,736
-16,653
-61% -$248K ﹤0.01% 3554
2024
Q4
$525K Buy
27,389
+15,229
+125% +$292K ﹤0.01% 2987
2024
Q3
$259K Buy
12,160
+7,528
+163% +$160K ﹤0.01% 3405
2024
Q2
$90.2K Buy
4,632
+892
+24% +$17.4K ﹤0.01% 3538
2024
Q1
$56.8K Buy
3,740
+528
+16% +$8.02K ﹤0.01% 3822
2023
Q4
$65.3K Buy
3,212
+2,392
+292% +$48.7K ﹤0.01% 3651
2023
Q3
$14.6K Sell
820
-8,790
-91% -$156K ﹤0.01% 3762
2023
Q2
$160K Sell
9,610
-14,090
-59% -$235K ﹤0.01% 3339
2023
Q1
$437K Buy
23,700
+11,283
+91% +$208K ﹤0.01% 2623
2022
Q4
$270K Buy
12,417
+2,464
+25% +$53.6K ﹤0.01% 2902
2022
Q3
$214K Sell
9,953
-6,435
-39% -$138K ﹤0.01% 3065
2022
Q2
$425K Sell
16,388
-2,832
-15% -$73.4K ﹤0.01% 2732
2022
Q1
$734K Sell
19,220
-432
-2% -$16.5K ﹤0.01% 2580
2021
Q4
$943K Sell
19,652
-10,676
-35% -$512K ﹤0.01% 2615
2021
Q3
$1.21M Sell
30,328
-5,025
-14% -$200K ﹤0.01% 2267
2021
Q2
$1.73M Buy
35,353
+11,153
+46% +$546K ﹤0.01% 2192
2021
Q1
$1.04M Buy
24,200
+344
+1% +$14.8K ﹤0.01% 2357
2020
Q4
$877K Buy
23,856
+19,740
+480% +$726K ﹤0.01% 2262
2020
Q3
$114K Sell
4,116
-5,964
-59% -$165K ﹤0.01% 3072
2020
Q2
$276K Sell
10,080
-11,760
-54% -$322K ﹤0.01% 2914
2020
Q1
$378K Buy
21,840
+9,898
+83% +$171K ﹤0.01% 2449
2019
Q4
$413K Sell
11,942
-893
-7% -$30.9K ﹤0.01% 2754
2019
Q3
$406K Sell
12,835
-16,042
-56% -$507K ﹤0.01% 2697
2019
Q2
$753K Buy
28,877
+3,132
+12% +$81.7K ﹤0.01% 2377
2019
Q1
$641K Sell
25,745
-16,465
-39% -$410K ﹤0.01% 2311
2018
Q4
$809K Sell
42,210
-10,114
-19% -$194K ﹤0.01% 2154
2018
Q3
$1.38M Buy
52,324
+38,964
+292% +$1.03M ﹤0.01% 1761
2018
Q2
$335K Buy
13,360
+10,853
+433% +$272K ﹤0.01% 2592
2018
Q1
$60K Sell
2,507
-1,323
-35% -$31.7K ﹤0.01% 3647
2017
Q4
$80K Sell
3,830
-20,074
-84% -$419K ﹤0.01% 3558
2017
Q3
$434K Sell
23,904
-2,590
-10% -$47K ﹤0.01% 2515
2017
Q2
$328K Buy
26,494
+7,283
+38% +$90.2K ﹤0.01% 2662
2017
Q1
$352K Sell
19,211
-41,636
-68% -$763K ﹤0.01% 2619
2016
Q4
$1.33M Buy
60,847
+37,180
+157% +$813K ﹤0.01% 2178
2016
Q3
$426K Buy
23,667
+5,335
+29% +$96K ﹤0.01% 2538
2016
Q2
$263K Sell
18,332
-2,236
-11% -$32.1K ﹤0.01% 2669
2016
Q1
$410K Buy
20,568
+7,532
+58% +$150K ﹤0.01% 2872
2015
Q4
$197K Sell
13,036
-8,666
-40% -$131K ﹤0.01% 3060
2015
Q3
$339K Buy
21,702
+15,421
+246% +$241K ﹤0.01% 2477
2015
Q2
$168K Buy
6,281
+492
+8% +$13.2K ﹤0.01% 2860
2015
Q1
$233K Sell
5,789
-5,179
-47% -$208K ﹤0.01% 2841
2014
Q4
$423K Buy
10,968
+10,246
+1,419% +$395K ﹤0.01% 2583
2014
Q3
$20K Buy
722
+547
+313% +$15.2K ﹤0.01% 4287
2014
Q2
$5K Sell
175
-5,528
-97% -$158K ﹤0.01% 4847
2014
Q1
$138K Sell
5,703
-1,438
-20% -$34.8K ﹤0.01% 3207
2013
Q4
$186K Buy
7,141
+6,877
+2,605% +$179K ﹤0.01% 3210
2013
Q3
$8K Sell
264
-8,464
-97% -$256K ﹤0.01% 4654
2013
Q2
$251K Buy
+8,728
New +$251K ﹤0.01% 2563