Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Sell
6,753
-163
-2% -$32.8K 0.04% 480
2025
Q1
$1.42M Sell
6,916
-35
-0.5% -$7.17K 0.04% 454
2024
Q4
$1.6M Buy
6,951
+197
+3% +$45.2K 0.05% 392
2024
Q3
$1.88M Sell
6,754
-1,370
-17% -$381K 0.07% 317
2024
Q2
$2.03M Buy
8,124
+1,167
+17% +$292K 0.08% 263
2024
Q1
$1.74M Sell
6,957
-897
-11% -$224K 0.08% 279
2023
Q4
$1.82M Buy
7,854
+237
+3% +$54.9K 0.09% 257
2023
Q3
$1.68M Sell
7,617
-368
-5% -$81K 0.08% 279
2023
Q2
$1.7M Sell
7,985
-1,867
-19% -$397K 0.07% 290
2023
Q1
$749K Sell
9,852
-7,312
-43% -$556K 0.03% 465
2022
Q4
$1.42M Buy
17,164
+7,032
+69% +$582K 0.04% 480
2022
Q3
$900K Buy
10,132
+1,546
+18% +$137K 0.02% 671
2022
Q2
$771K Hold
8,586
0.02% 666
2022
Q1
$771K Buy
8,586
+4,294
+100% +$386K 0.02% 666
2021
Q4
$1.28M Buy
4,292
+2,177
+103% +$649K 0.03% 347
2021
Q3
$573K Buy
2,115
+175
+9% +$47.4K 0.01% 527
2021
Q2
$460K Sell
1,940
-528
-21% -$125K 0.01% 572
2021
Q1
$496K Sell
2,468
-236
-9% -$47.4K 0.01% 525
2020
Q4
$531K Buy
2,704
+473
+21% +$92.9K 0.02% 489
2020
Q3
$429K Sell
2,231
-399
-15% -$76.7K 0.03% 471
2020
Q2
$400K Buy
2,630
+199
+8% +$30.3K 0.03% 461
2020
Q1
$299K Sell
2,431
-61
-2% -$7.5K 0.03% 454
2019
Q4
$337K Sell
2,492
-217
-8% -$29.3K 0.03% 516
2019
Q3
$338K Buy
+2,709
New +$338K 0.02% 590
2019
Q1
$82K Sell
702
-7,875
-92% -$920K 0.01% 763
2018
Q4
$774K Sell
8,577
-444
-5% -$40.1K 0.05% 413
2018
Q3
$869K Sell
9,021
-5,623
-38% -$542K 0.04% 471
2018
Q2
$1.28M Sell
14,644
-4,373
-23% -$383K 0.05% 349
2018
Q1
$1.57M Hold
19,017
0.07% 286
2017
Q4
$1.57M Sell
19,017
-1,957
-9% -$161K 0.07% 286
2017
Q3
$1.6M Buy
20,974
+237
+1% +$18K 0.06% 315
2017
Q2
$1.55M Sell
20,737
-78
-0.4% -$5.83K 0.07% 319
2017
Q1
$1.58M Buy
20,815
+609
+3% +$46.2K 0.07% 304
2016
Q4
$1.39M Buy
20,206
+4,554
+29% +$314K 0.07% 312
2016
Q3
$1.09M Sell
15,652
-4,273
-21% -$297K 0.06% 336
2016
Q2
$1.35M Buy
19,925
+19,000
+2,054% +$1.29M 0.08% 288
2016
Q1
$82K Sell
925
-17,505
-95% -$1.55M 0.01% 763
2015
Q4
$1.15M Buy
+18,430
New +$1.15M 0.08% 275