Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$97.4K Sell
20,467
-5,178
-20% -$24.6K ﹤0.01% 3259
2025
Q1
$176K Sell
25,645
-2,762
-10% -$18.9K ﹤0.01% 2988
2024
Q4
$380K Buy
28,407
+9,840
+53% +$132K ﹤0.01% 2728
2024
Q3
$227K Buy
18,567
+4,688
+34% +$57.3K ﹤0.01% 2826
2024
Q2
$135K Sell
13,879
-4,692
-25% -$45.8K ﹤0.01% 2975
2024
Q1
$116K Buy
18,571
+481
+3% +$3K ﹤0.01% 3062
2023
Q4
$140K Buy
18,090
+3,258
+22% +$25.2K ﹤0.01% 3012
2023
Q3
$113K Buy
14,832
+2,435
+20% +$18.6K ﹤0.01% 3080
2023
Q2
$134K Sell
12,397
-9,038
-42% -$97.8K ﹤0.01% 3103
2023
Q1
$202K Buy
21,435
+6,226
+41% +$58.7K ﹤0.01% 2994
2022
Q4
$166K Buy
15,209
+1,136
+8% +$12.4K ﹤0.01% 3064
2022
Q3
$284K Sell
14,073
-2,132
-13% -$43K ﹤0.01% 2713
2022
Q2
$362K Buy
16,205
+579
+4% +$12.9K ﹤0.01% 2776
2022
Q1
$270K Sell
15,626
-12,388
-44% -$214K ﹤0.01% 3063
2021
Q4
$527K Sell
28,014
-1,129
-4% -$21.2K ﹤0.01% 2797
2021
Q3
$531K Buy
29,143
+10,193
+54% +$186K ﹤0.01% 2973
2021
Q2
$404K Buy
18,950
+3,104
+20% +$66.2K ﹤0.01% 3339
2021
Q1
$312K Sell
15,846
-1,492
-9% -$29.4K ﹤0.01% 3367
2020
Q4
$180K Sell
17,338
-7,580
-30% -$78.7K ﹤0.01% 3462
2020
Q3
$144K Sell
24,918
-53,861
-68% -$311K ﹤0.01% 3342
2020
Q2
$457K Sell
78,779
-111,524
-59% -$647K ﹤0.01% 2671
2020
Q1
$759K Buy
190,303
+17,111
+10% +$68.2K ﹤0.01% 2236
2019
Q4
$2.97M Buy
173,192
+164,831
+1,971% +$2.83M ﹤0.01% 1734
2019
Q3
$171K Sell
8,361
-112,650
-93% -$2.3M ﹤0.01% 3231
2019
Q2
$2.93M Buy
121,011
+89,201
+280% +$2.16M ﹤0.01% 2136
2019
Q1
$689K Buy
31,810
+18,003
+130% +$390K ﹤0.01% 3210
2018
Q4
$180K Sell
13,807
-68,771
-83% -$897K ﹤0.01% 3830
2018
Q3
$1.96M Buy
82,578
+61,385
+290% +$1.45M ﹤0.01% 2856
2018
Q2
$266K Buy
21,193
+5,731
+37% +$71.9K ﹤0.01% 4055
2018
Q1
$124K Sell
15,462
-8,358
-35% -$67K ﹤0.01% 4247
2017
Q4
$157K Buy
+23,820
New +$157K ﹤0.01% 3933