Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.4K Buy
13,580
+1,067
+9% +$4.19K ﹤0.01% 4972
2025
Q1
$62.6K Buy
12,513
+1,060
+9% +$5.3K ﹤0.01% 4889
2024
Q4
$67.2K Buy
11,453
+442
+4% +$2.6K ﹤0.01% 4831
2024
Q3
$72.1K Sell
11,011
-4
-0% -$26 ﹤0.01% 4637
2024
Q2
$49.3K Buy
11,015
+9
+0.1% +$40 ﹤0.01% 4564
2024
Q1
$52.8K Sell
11,006
-162
-1% -$778 ﹤0.01% 4534
2023
Q4
$64.7K Buy
11,168
+102
+0.9% +$591 ﹤0.01% 4518
2023
Q3
$61.7K Buy
11,066
+917
+9% +$5.12K ﹤0.01% 4456
2023
Q2
$50.4K Buy
10,149
+5
+0% +$25 ﹤0.01% 4676
2023
Q1
$52.7K Sell
10,144
-12
-0.1% -$62 ﹤0.01% 4757
2022
Q4
$46.6K Sell
10,156
-1,263
-11% -$5.8K ﹤0.01% 4799
2022
Q3
$50K Sell
11,419
-290
-2% -$1.27K ﹤0.01% 5035
2022
Q2
$50K Sell
11,709
-746
-6% -$3.19K ﹤0.01% 5278
2022
Q1
$99K Buy
12,455
+26
+0.2% +$207 ﹤0.01% 5318
2021
Q4
$118K Buy
12,429
+2,135
+21% +$20.3K ﹤0.01% 5177
2021
Q3
$133K Sell
10,294
-131
-1% -$1.69K ﹤0.01% 4994
2021
Q2
$170K Buy
+10,425
New +$170K ﹤0.01% 4973
2021
Q1
Sell
-11,658
Closed -$185K 5255
2020
Q4
$185K Sell
11,658
-6,465
-36% -$103K ﹤0.01% 4297
2020
Q3
$225K Sell
18,123
-7,737
-30% -$96.1K ﹤0.01% 4019
2020
Q2
$223K Buy
25,860
+5,707
+28% +$49.2K ﹤0.01% 3941
2020
Q1
$148K Sell
20,153
-89,384
-82% -$656K ﹤0.01% 4042
2019
Q4
$1.49M Buy
109,537
+81,631
+293% +$1.11M ﹤0.01% 3109
2019
Q3
$455K Buy
27,906
+14,558
+109% +$237K ﹤0.01% 3640
2019
Q2
$254K Sell
13,348
-3,396
-20% -$64.6K ﹤0.01% 3773
2019
Q1
$322K Buy
+16,744
New +$322K ﹤0.01% 3712
2018
Q4
Sell
-13,514
Closed -$327K 4103
2018
Q3
$327K Sell
13,514
-1,735
-11% -$42K ﹤0.01% 3636
2018
Q2
$374K Buy
15,249
+1,624
+12% +$39.8K ﹤0.01% 3644
2018
Q1
$416K Sell
13,625
-2,323
-15% -$70.9K ﹤0.01% 3565
2017
Q4
$534K Sell
15,948
-6,533
-29% -$219K ﹤0.01% 3418
2017
Q3
$736K Sell
22,481
-2,974
-12% -$97.4K ﹤0.01% 3360
2017
Q2
$827K Buy
25,455
+3,816
+18% +$124K ﹤0.01% 3243
2017
Q1
$675K Sell
21,639
-3,269
-13% -$102K ﹤0.01% 3337
2016
Q4
$925K Sell
24,908
-351
-1% -$13K ﹤0.01% 3137
2016
Q3
$752K Buy
25,259
+2,980
+13% +$88.7K ﹤0.01% 3204
2016
Q2
$616K Buy
22,279
+2,422
+12% +$67K ﹤0.01% 3205
2016
Q1
$521K Buy
19,857
+6,208
+45% +$163K ﹤0.01% 3201
2015
Q4
$348K Buy
13,649
+3,755
+38% +$95.7K ﹤0.01% 3436
2015
Q3
$317K Sell
9,894
-503
-5% -$16.1K ﹤0.01% 3571
2015
Q2
$322K Buy
10,397
+1,048
+11% +$32.5K ﹤0.01% 3663
2015
Q1
$250K Buy
9,349
+53
+0.6% +$1.42K ﹤0.01% 3756
2014
Q4
$202K Sell
9,296
-4,332
-32% -$94.1K ﹤0.01% 3964
2014
Q3
$247K Sell
13,628
-3,593
-21% -$65.1K ﹤0.01% 3807
2014
Q2
$300K Buy
17,221
+2,982
+21% +$51.9K ﹤0.01% 3692
2014
Q1
$281K Sell
14,239
-2,486
-15% -$49.1K ﹤0.01% 3722
2013
Q4
$342K Buy
16,725
+6,230
+59% +$127K ﹤0.01% 3631
2013
Q3
$196K Buy
+10,495
New +$196K ﹤0.01% 3844