Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$983K Sell
4,324
-91
-2% -$20.7K 0.01% 317
2025
Q1
$1.08M Sell
4,415
-147
-3% -$35.8K 0.01% 305
2024
Q4
$1.28M Sell
4,562
-466
-9% -$131K 0.01% 273
2024
Q3
$1.38M Buy
5,028
+122
+2% +$33.4K 0.01% 269
2024
Q2
$1.47M Buy
4,906
+60
+1% +$18K 0.01% 227
2024
Q1
$1.4M Sell
4,846
-390
-7% -$113K 0.01% 238
2023
Q4
$1.32M Buy
5,236
+97
+2% +$24.5K 0.01% 240
2023
Q3
$1.36M Buy
5,139
+1,068
+26% +$283K 0.02% 216
2023
Q2
$1.01M Buy
4,071
+60
+1% +$14.9K 0.01% 274
2023
Q1
$916K Buy
4,011
+207
+5% +$47.3K 0.01% 299
2022
Q4
$659K Buy
3,804
+548
+17% +$94.9K 0.01% 367
2022
Q3
$483K Sell
3,256
-622
-16% -$92.3K 0.01% 408
2022
Q2
$879K Buy
3,878
+501
+15% +$114K 0.01% 256
2022
Q1
$781K Buy
3,377
+398
+13% +$92K 0.01% 298
2021
Q4
$770K Buy
2,979
+257
+9% +$66.4K 0.01% 303
2021
Q3
$597K Buy
2,722
+51
+2% +$11.2K 0.01% 348
2021
Q2
$797K Buy
2,671
+1
+0% +$298 0.01% 276
2021
Q1
$758K Sell
2,670
-21
-0.8% -$5.96K 0.01% 262
2020
Q4
$699K Buy
2,691
+802
+42% +$208K 0.01% 251
2020
Q3
$475K Buy
1,889
+137
+8% +$34.4K 0.01% 298
2020
Q2
$246K Sell
1,752
-263
-13% -$36.9K ﹤0.01% 448
2020
Q1
$244K Buy
2,015
+299
+17% +$36.2K ﹤0.01% 379
2019
Q4
$259K Sell
1,716
-569
-25% -$85.9K ﹤0.01% 448
2019
Q3
$333K Buy
2,285
+318
+16% +$46.3K 0.01% 378
2019
Q2
$323K Buy
1,967
+488
+33% +$80.1K 0.01% 384
2019
Q1
$268K Sell
1,479
-943
-39% -$171K ﹤0.01% 415
2018
Q4
$391K Sell
2,422
-905
-27% -$146K 0.01% 301
2018
Q3
$801K Buy
3,327
+327
+11% +$78.7K 0.01% 203
2018
Q2
$681K Buy
3,000
+525
+21% +$119K 0.01% 214
2018
Q1
$594K Buy
2,475
+114
+5% +$27.4K 0.01% 214
2017
Q4
$589K Buy
2,361
+99
+4% +$24.7K 0.01% 219
2017
Q3
$510K Buy
2,262
+785
+53% +$177K 0.01% 227
2017
Q2
$321K Sell
1,477
-597
-29% -$130K 0.01% 267
2017
Q1
$405K Sell
2,074
-193
-9% -$37.7K 0.01% 184
2016
Q4
$422K Buy
2,267
+31
+1% +$5.77K 0.01% 143
2016
Q3
$391K Buy
2,236
+786
+54% +$137K 0.01% 135
2016
Q2
$220K Sell
1,450
-150
-9% -$22.8K 0.01% 164
2016
Q1
$260K Sell
1,600
-440
-22% -$71.5K 0.01% 144
2015
Q4
$304K Sell
2,040
-750
-27% -$112K 0.01% 137
2015
Q3
$402K Hold
2,790
0.01% 118
2015
Q2
$475K Buy
+2,790
New +$475K 0.01% 107