Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.3M Buy
25,591
+2,465
+11% +$2.44M 0.11% 89
2025
Q1
$21.9M Buy
+23,126
New +$21.9M 0.14% 80
2024
Q4
Sell
-102,260
Closed -$90.7M 2310
2024
Q3
$90.7M Buy
102,260
+68,199
+200% +$60.5M 0.45% 16
2024
Q2
$29M Buy
34,061
+10,446
+44% +$8.88M 0.16% 86
2024
Q1
$17.3M Sell
23,615
-25,884
-52% -$19M 0.11% 90
2023
Q4
$32.7M Buy
49,499
+29,606
+149% +$19.5M 0.24% 38
2023
Q3
$11.2M Buy
19,893
+10,811
+119% +$6.11M 0.11% 110
2023
Q2
$4.89M Buy
+9,082
New +$4.89M 0.05% 279
2023
Q1
Sell
-39,739
Closed -$18.1M 2392
2022
Q4
$18.1M Buy
+39,739
New +$18.1M 0.26% 63
2022
Q3
Hold
0
2708
2022
Q2
Sell
-9,284
Closed -$5.35M 2918
2022
Q1
$5.35M Buy
+9,284
New +$5.35M 0.04% 257
2021
Q4
Sell
-35,758
Closed -$16.1M 3006
2021
Q3
$16.1M Buy
+35,758
New +$16.1M 0.1% 99
2021
Q2
Hold
0
2831
2021
Q1
Hold
0
2527
2020
Q4
Hold
0
1867
2020
Q3
Hold
0
1861
2020
Q2
Sell
-80,800
Closed -$23M 1430
2020
Q1
$23M Buy
+80,800
New +$23M 1.49% 7
2019
Q4
Sell
-5,258
Closed -$1.51M 1166
2019
Q3
$1.51M Buy
5,258
+3,288
+167% +$947K 0.07% 183
2019
Q2
$520K Buy
+1,970
New +$520K 0.03% 386
2019
Q1
Hold
0
528
2018
Q4
Sell
-12,443
Closed -$2.92M 590
2018
Q3
$2.92M Buy
12,443
+6,423
+107% +$1.51M 0.46% 38
2018
Q2
$1.26M Buy
+6,020
New +$1.26M 0.46% 32
2016
Q4
Sell
-1,616
Closed -$246K 77
2016
Q3
$246K Buy
+1,616
New +$246K 0.22% 57