Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69.7K Buy
15,825
+1,738
+12% +$7.65K ﹤0.01% 1512
2025
Q1
$55.7K Buy
14,087
+1,571
+13% +$6.21K ﹤0.01% 1496
2024
Q4
$66.5K Buy
+12,516
New +$66.5K ﹤0.01% 1585
2024
Q3
Sell
-12,507
Closed -$13.8K 1621
2024
Q2
$13.8K Sell
12,507
-14,689
-54% -$16.2K ﹤0.01% 1554
2024
Q1
$42.5K Buy
27,196
+4,787
+21% +$7.48K ﹤0.01% 1561
2023
Q4
$41.4K Sell
22,409
-15,457
-41% -$28.5K ﹤0.01% 1572
2023
Q3
$53.7K Sell
37,866
-28,385
-43% -$40.3K ﹤0.01% 1524
2023
Q2
$150K Sell
66,251
-40,074
-38% -$90.6K ﹤0.01% 1512
2023
Q1
$282K Buy
106,325
+62,056
+140% +$164K ﹤0.01% 1326
2022
Q4
$231K Sell
44,269
-29,487
-40% -$154K ﹤0.01% 1414
2022
Q3
$537K Buy
73,756
+15,594
+27% +$114K ﹤0.01% 1060
2022
Q2
$575K Buy
58,162
+16,989
+41% +$168K ﹤0.01% 947
2022
Q1
$464K Sell
41,173
-18,140
-31% -$204K ﹤0.01% 1026
2021
Q4
$744K Buy
59,313
+15,590
+36% +$196K ﹤0.01% 866
2021
Q3
$542K Sell
43,723
-1,740
-4% -$21.6K ﹤0.01% 979
2021
Q2
$617K Sell
45,463
-6,570
-13% -$89.2K ﹤0.01% 927
2021
Q1
$694K Buy
52,033
+21,411
+70% +$286K ﹤0.01% 869
2020
Q4
$300K Sell
30,622
-5,789
-16% -$56.7K ﹤0.01% 1337
2020
Q3
$368K Sell
36,411
-10,081
-22% -$102K ﹤0.01% 1128
2020
Q2
$466K Sell
46,492
-902
-2% -$9.04K ﹤0.01% 972
2020
Q1
$448K Sell
47,394
-6,292
-12% -$59.5K ﹤0.01% 948
2019
Q4
$711K Sell
53,686
-3,513
-6% -$46.5K ﹤0.01% 735
2019
Q3
$714K Sell
57,199
-1,675
-3% -$20.9K ﹤0.01% 841
2019
Q2
$692K Buy
58,874
+5,838
+11% +$68.6K ﹤0.01% 849
2019
Q1
$635K Sell
53,036
-20,093
-27% -$241K ﹤0.01% 867
2018
Q4
$1.11M Sell
73,129
-36,638
-33% -$556K 0.01% 654
2018
Q3
$2.33M Buy
109,767
+622
+0.6% +$13.2K 0.01% 507
2018
Q2
$2.03M Sell
109,145
-2,712
-2% -$50.5K 0.01% 539
2018
Q1
$1.84M Buy
111,857
+50,879
+83% +$836K 0.01% 562
2017
Q4
$1.02M Buy
60,978
+9,473
+18% +$158K 0.01% 759
2017
Q3
$973K Sell
51,505
-3,155
-6% -$59.6K 0.01% 758
2017
Q2
$1.31M Buy
54,660
+1,332
+2% +$31.8K 0.01% 665
2017
Q1
$1.26M Sell
53,328
-21,378
-29% -$505K 0.01% 679
2016
Q4
$1.78M Buy
74,706
+826
+1% +$19.6K 0.01% 581
2016
Q3
$2.03M Buy
73,880
+9,662
+15% +$265K 0.01% 528
2016
Q2
$1.86M Sell
64,218
-1,444
-2% -$41.9K 0.01% 566
2016
Q1
$2.1M Sell
65,662
-1,462
-2% -$46.7K 0.01% 527
2015
Q4
$1.69M Sell
67,124
-7,574
-10% -$190K 0.01% 621
2015
Q3
$1.88M Sell
74,698
-279,532
-79% -$7.02M 0.01% 577
2015
Q2
$10.4M Buy
354,230
+6,728
+2% +$198K 0.06% 230
2015
Q1
$12M Sell
347,502
-484
-0.1% -$16.7K 0.07% 206
2014
Q4
$13.8M Buy
347,986
+2,496
+0.7% +$98.8K 0.09% 191
2014
Q3
$14.1M Buy
345,490
+285,246
+473% +$11.7M 0.09% 185
2014
Q2
$2.18M Sell
60,244
-1,677
-3% -$60.7K 0.09% 164
2014
Q1
$2.03M Buy
61,921
+11,325
+22% +$372K 0.08% 164
2013
Q4
$1.61M Sell
50,596
-11,128
-18% -$355K 0.07% 198
2013
Q3
$1.94M Sell
61,724
-5,755
-9% -$181K 0.09% 157
2013
Q2
$2.39M Buy
+67,479
New +$2.39M 0.12% 138