Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.91M Buy
23,756
+443
+2% +$35.6K 0.01% 347
2025
Q1
$1.68M Sell
23,313
-381
-2% -$27.5K 0.01% 352
2024
Q4
$1.81M Sell
23,694
-1,364
-5% -$104K 0.01% 426
2024
Q3
$2.22M Sell
25,058
-603
-2% -$53.4K 0.01% 408
2024
Q2
$2.2M Sell
25,661
-1,198
-4% -$103K 0.01% 426
2024
Q1
$2.58M Buy
26,859
+25
+0.1% +$2.4K 0.02% 413
2023
Q4
$2.16M Buy
26,834
+1,968
+8% +$158K 0.02% 397
2023
Q3
$1.94M Sell
24,866
-3,943
-14% -$308K 0.02% 380
2023
Q2
$1.95M Sell
28,809
-6,667
-19% -$451K 0.01% 373
2023
Q1
$2.51M Sell
35,476
-20
-0.1% -$1.41K 0.02% 336
2022
Q4
$2.51M Buy
35,496
+2,342
+7% +$166K 0.03% 329
2022
Q3
$1.93M Sell
33,154
-7,320
-18% -$427K 0.03% 287
2022
Q2
$2.47M Buy
40,474
+36,502
+919% +$2.23M 0.03% 360
2022
Q1
$295K Sell
3,972
-24,798
-86% -$1.84M ﹤0.01% 507
2021
Q4
$2.22M Buy
28,770
+9,953
+53% +$768K 0.02% 459
2021
Q3
$1.31M Buy
18,817
+279
+2% +$19.5K 0.02% 458
2021
Q2
$1.28M Buy
18,538
+3,513
+23% +$242K 0.02% 410
2021
Q1
$843K Sell
15,025
-156
-1% -$8.75K 0.02% 420
2020
Q4
$734K Buy
+15,181
New +$734K 0.02% 454
2020
Q1
Sell
-15,657
Closed -$698K 495
2019
Q4
$698K Buy
15,657
+1,296
+9% +$57.8K 0.02% 361
2019
Q3
$703K Sell
14,361
-20,452
-59% -$1M 0.02% 353
2019
Q2
$1.85M Sell
34,813
-140
-0.4% -$7.42K 0.03% 283
2019
Q1
$1.77M Buy
34,953
+6,698
+24% +$339K 0.04% 235
2018
Q4
$1.3M Sell
28,255
-1,604
-5% -$73.7K 0.03% 288
2018
Q3
$2.13M Buy
29,859
+2,443
+9% +$175K 0.04% 246
2018
Q2
$1.81M Buy
27,416
+670
+3% +$44.2K 0.03% 232
2018
Q1
$1.58M Buy
26,746
+1,700
+7% +$100K 0.03% 245
2017
Q4
$1.42M Buy
25,046
+2,169
+9% +$123K 0.02% 269
2017
Q3
$1.23M Buy
22,877
+9,181
+67% +$495K 0.02% 295
2017
Q2
$645K Sell
13,696
-85
-0.6% -$4K 0.01% 409
2017
Q1
$656K Sell
13,781
-1,768
-11% -$84.2K 0.01% 401
2016
Q4
$755K Buy
15,549
+5,514
+55% +$268K 0.01% 358
2016
Q3
$396K Buy
10,035
+572
+6% +$22.6K ﹤0.01% 457
2016
Q2
$346K Buy
9,463
+3,226
+52% +$118K ﹤0.01% 415
2016
Q1
$227K Buy
+6,237
New +$227K ﹤0.01% 503