Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$41.3K Buy
581
+113
+24% +$8.03K ﹤0.01% 407
2025
Q1
$29.7K Sell
468
-208
-31% -$13.2K ﹤0.01% 469
2024
Q4
$51.2K Sell
676
-16
-2% -$1.21K ﹤0.01% 357
2024
Q3
$61.2K Sell
692
-317
-31% -$28K ﹤0.01% 338
2024
Q2
$76K Buy
1,009
+334
+49% +$25.2K 0.01% 291
2024
Q1
$63.4K Sell
675
-9,768
-94% -$918K ﹤0.01% 363
2023
Q4
$1.13M Buy
+10,443
New +$1.13M 0.09% 139
2023
Q2
Sell
-63,057
Closed -$7.73M 575
2023
Q1
$7.73M Buy
63,057
+59,670
+1,762% +$7.32M 0.62% 38
2022
Q4
$396K Sell
3,387
-13,376
-80% -$1.57M 0.03% 273
2022
Q3
$1.39M Sell
16,763
-356
-2% -$29.6K 0.08% 190
2022
Q2
$1.75M Buy
17,119
+352
+2% +$36K 0.1% 170
2022
Q1
$2.26M Buy
16,767
+819
+5% +$110K 0.11% 147
2021
Q4
$2.66M Buy
15,948
+4,346
+37% +$724K 0.27% 68
2021
Q3
$1.69M Sell
11,602
-13,939
-55% -$2.02M 0.09% 187
2021
Q2
$3.95M Buy
25,541
+16,315
+177% +$2.52M 0.18% 112
2021
Q1
$1.23M Sell
9,226
-1,089
-11% -$145K 0.06% 231
2020
Q4
$1.46M Sell
10,315
-38,854
-79% -$5.5M 0.32% 60
2020
Q3
$6.17M Sell
49,169
-58,741
-54% -$7.38M 0.4% 58
2020
Q2
$10.6M Buy
107,910
+3,952
+4% +$387K 0.69% 32
2020
Q1
$8.6M Sell
103,958
-19,730
-16% -$1.63M 0.67% 27
2019
Q4
$12.5M Buy
123,688
+56,251
+83% +$5.7M 0.77% 28
2019
Q3
$6.33M Buy
67,437
+29,907
+80% +$2.81M 0.42% 73
2019
Q2
$3.15M Buy
37,530
+36,117
+2,556% +$3.03M 0.22% 101
2019
Q1
$119K Buy
1,413
+93
+7% +$7.83K 0.01% 655
2018
Q4
$98K Buy
1,320
+545
+70% +$40.5K 0.01% 643
2018
Q3
$66K Buy
+775
New +$66K 0.01% 723
2018
Q1
Sell
-444
Closed -$28K 1683
2017
Q4
$28K Buy
+444
New +$28K ﹤0.01% 836
2017
Q3
Sell
-740
Closed -$44K 1718
2017
Q2
$44K Buy
+740
New +$44K ﹤0.01% 697
2016
Q4
Sell
-14,422
Closed -$759K 1024
2016
Q3
$759K Sell
14,422
-34,464
-70% -$1.81M 0.06% 310
2016
Q2
$2.7M Sell
48,886
-16,689
-25% -$921K 0.25% 82
2016
Q1
$4.03M Sell
65,575
-59,745
-48% -$3.67M 0.38% 55
2015
Q4
$7.83M Buy
125,320
+108,160
+630% +$6.76M 0.71% 22
2015
Q3
$1.06M Buy
+17,160
New +$1.06M 0.1% 198
2014
Q1
Sell
-174,140
Closed -$6.85M 372
2013
Q4
$6.85M Buy
+174,140
New +$6.85M 1.17% 24