Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.04M Buy
29,922
+12,785
+75% +$871K ﹤0.01% 567
2025
Q1
$1.04M Sell
17,137
-11,786
-41% -$714K ﹤0.01% 677
2024
Q4
$2M Buy
28,923
+17,401
+151% +$1.2M ﹤0.01% 581
2024
Q3
$762K Buy
11,522
+2,264
+24% +$150K ﹤0.01% 692
2024
Q2
$561K Buy
9,258
+166
+2% +$10.1K ﹤0.01% 769
2024
Q1
$518K Sell
9,092
-35,299
-80% -$2.01M ﹤0.01% 765
2023
Q4
$2.79M Buy
44,391
+409
+0.9% +$25.7K ﹤0.01% 553
2023
Q3
$2.54M Buy
43,982
+550
+1% +$31.8K ﹤0.01% 596
2023
Q2
$2.7M Buy
43,432
+136
+0.3% +$8.47K ﹤0.01% 614
2023
Q1
$3.13M Sell
43,296
-278
-0.6% -$20.1K ﹤0.01% 600
2022
Q4
$3.5M Buy
43,574
+7,441
+21% +$598K ﹤0.01% 569
2022
Q3
$2.41M Sell
36,133
-4,936
-12% -$329K ﹤0.01% 547
2022
Q2
$3.12M Buy
41,069
+4,518
+12% +$343K ﹤0.01% 476
2022
Q1
$2.9M Sell
36,551
-2,765
-7% -$220K ﹤0.01% 508
2021
Q4
$2.89M Buy
39,316
+454
+1% +$33.3K ﹤0.01% 514
2021
Q3
$2.67M Buy
38,862
+3,476
+10% +$239K ﹤0.01% 495
2021
Q2
$2.98M Buy
35,386
+606
+2% +$51K ﹤0.01% 478
2021
Q1
$2.83M Sell
34,780
-2,459
-7% -$200K ﹤0.01% 490
2020
Q4
$3.24M Sell
37,239
-777
-2% -$67.6K ﹤0.01% 459
2020
Q3
$3.41M Sell
38,016
-3,130
-8% -$281K ﹤0.01% 426
2020
Q2
$4.28M Sell
41,146
-9
-0% -$936 ﹤0.01% 397
2020
Q1
$3.01M Sell
41,155
-4,839
-11% -$354K ﹤0.01% 404
2019
Q4
$4.02M Buy
45,994
+17,304
+60% +$1.51M ﹤0.01% 412
2019
Q3
$2.13M Buy
28,690
+493
+2% +$36.6K ﹤0.01% 528
2019
Q2
$2.4M Sell
28,197
-371
-1% -$31.5K ﹤0.01% 510
2019
Q1
$2.46M Buy
28,568
+3,460
+14% +$298K ﹤0.01% 496
2018
Q4
$1.6M Buy
25,108
+18,925
+306% +$1.2M ﹤0.01% 552
2018
Q3
$427K Sell
6,183
-940
-13% -$64.9K ﹤0.01% 673
2018
Q2
$477K Buy
7,123
+1,019
+17% +$68.2K ﹤0.01% 650
2018
Q1
$509K Sell
6,104
-7,567
-55% -$631K ﹤0.01% 625
2017
Q4
$1.3M Sell
13,671
-351
-3% -$33.2K ﹤0.01% 560
2017
Q3
$1.64M Sell
14,022
-1,510
-10% -$176K ﹤0.01% 523
2017
Q2
$1.96M Buy
15,532
+482
+3% +$60.7K ﹤0.01% 483
2017
Q1
$2.01M Buy
15,050
+133
+0.9% +$17.8K ﹤0.01% 441
2016
Q4
$1.5M Hold
14,917
﹤0.01% 450
2016
Q3
$1.41M Buy
14,917
+99
+0.7% +$9.34K ﹤0.01% 494
2016
Q2
$1.26M Sell
14,818
-21
-0.1% -$1.79K ﹤0.01% 495
2016
Q1
$1.15M Buy
14,839
+21
+0.1% +$1.63K ﹤0.01% 501
2015
Q4
$1.61M Buy
14,818
+323
+2% +$35K ﹤0.01% 477
2015
Q3
$1.6M Buy
14,495
+800
+6% +$88.3K ﹤0.01% 460
2015
Q2
$1.43M Sell
13,695
-1,175
-8% -$122K ﹤0.01% 396
2015
Q1
$1.36M Hold
14,870
﹤0.01% 400
2014
Q4
$1.09M Buy
14,870
+7,325
+97% +$535K ﹤0.01% 407
2014
Q3
$370K Sell
7,545
-4,680
-38% -$230K ﹤0.01% 465
2014
Q2
$690K Buy
+12,225
New +$690K ﹤0.01% 409