Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$758K Buy
34,648
+721
+2% +$15.8K 0.01% 469
2025
Q1
$665K Sell
33,927
-1,103
-3% -$21.6K ﹤0.01% 471
2024
Q4
$549K Buy
35,030
+598
+2% +$9.37K ﹤0.01% 489
2024
Q3
$625K Sell
34,432
-74
-0.2% -$1.34K ﹤0.01% 477
2024
Q2
$591K Sell
34,506
-743
-2% -$12.7K ﹤0.01% 471
2024
Q1
$581K Sell
35,249
-186
-0.5% -$3.07K ﹤0.01% 468
2023
Q4
$532K Buy
35,435
+8,654
+32% +$130K ﹤0.01% 474
2023
Q3
$353K Buy
26,781
+221
+0.8% +$2.91K ﹤0.01% 522
2023
Q2
$358K Sell
26,560
-206
-0.8% -$2.78K ﹤0.01% 536
2023
Q1
$318K Buy
26,766
+825
+3% +$9.79K ﹤0.01% 543
2022
Q4
$316K Sell
25,941
-1,373
-5% -$16.7K ﹤0.01% 539
2022
Q3
$232K Buy
27,314
+153
+0.6% +$1.3K ﹤0.01% 580
2022
Q2
$269K Sell
27,161
-795
-3% -$7.87K ﹤0.01% 561
2022
Q1
$292K Buy
27,956
+23,118
+478% +$241K ﹤0.01% 576
2021
Q4
$67K Buy
4,838
+701
+17% +$9.71K ﹤0.01% 985
2021
Q3
$60K Buy
4,137
+169
+4% +$2.45K ﹤0.01% 918
2021
Q2
$53K Buy
3,968
+681
+21% +$9.1K ﹤0.01% 934
2021
Q1
$40K Buy
3,287
+275
+9% +$3.35K ﹤0.01% 910
2020
Q4
$28K Buy
3,012
+231
+8% +$2.15K ﹤0.01% 994
2020
Q3
$20K Buy
2,781
+46
+2% +$331 ﹤0.01% 1043
2020
Q2
$19K Buy
2,735
+378
+16% +$2.63K ﹤0.01% 1047
2020
Q1
$12K Sell
2,357
-2,717
-54% -$13.8K ﹤0.01% 1146
2019
Q4
$61K Buy
5,074
+2,521
+99% +$30.3K ﹤0.01% 871
2019
Q3
$27K Buy
2,553
+99
+4% +$1.05K ﹤0.01% 1018
2019
Q2
$28K Sell
2,454
-4
-0.2% -$46 ﹤0.01% 1034
2019
Q1
$30K Sell
2,458
-1,856
-43% -$22.7K ﹤0.01% 1005
2018
Q4
$46K Sell
4,314
-412
-9% -$4.39K ﹤0.01% 875
2018
Q3
$61K Sell
4,726
-1,397
-23% -$18K ﹤0.01% 878
2018
Q2
$88K Sell
6,123
-1,286
-17% -$18.5K ﹤0.01% 771
2018
Q1
$125K Sell
7,409
-1,026
-12% -$17.3K ﹤0.01% 690
2017
Q4
$156K Buy
8,435
+38
+0.5% +$703 ﹤0.01% 633
2017
Q3
$155K Buy
8,397
+140
+2% +$2.58K ﹤0.01% 641
2017
Q2
$144K Sell
8,257
-1,715
-17% -$29.9K ﹤0.01% 641
2017
Q1
$150K Sell
9,972
-2,877
-22% -$43.3K ﹤0.01% 621
2016
Q4
$181K Sell
12,849
-3,377
-21% -$47.6K ﹤0.01% 594
2016
Q3
$200K Buy
16,226
+629
+4% +$7.75K ﹤0.01% 597
2016
Q2
$161K Buy
15,597
+4,790
+44% +$49.4K ﹤0.01% 599
2016
Q1
$158K Sell
10,807
-7,799
-42% -$114K ﹤0.01% 743
2015
Q4
$250K Buy
18,606
+296
+2% +$3.98K 0.01% 538
2015
Q3
$259K Buy
18,310
+3,660
+25% +$51.8K 0.01% 554
2015
Q2
$243K Buy
14,650
+3,843
+36% +$63.7K 0.01% 606
2015
Q1
$158K Sell
10,807
-2,214
-17% -$32.4K ﹤0.01% 749
2014
Q4
$169K Sell
13,021
-6,647
-34% -$86.3K ﹤0.01% 732
2014
Q3
$279K Sell
19,668
-7,425
-27% -$105K 0.01% 840
2014
Q2
$380K Sell
27,093
-20,734
-43% -$291K 0.01% 814
2014
Q1
$682K Buy
47,827
+1,038
+2% +$14.8K 0.01% 675
2013
Q4
$656K Buy
46,789
+11,875
+34% +$166K 0.02% 404
2013
Q3
$396K Buy
34,914
+30,583
+706% +$347K 0.01% 482
2013
Q2
$39K Buy
+4,331
New +$39K ﹤0.01% 1124