Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249 Sell
280
-30
-10% -$27 ﹤0.01% 7542
2025
Q1
$264 Hold
310
﹤0.01% 7441
2024
Q4
$620 Sell
310
-4
-1% -$8 ﹤0.01% 7322
2024
Q3
$251 Sell
314
-4
-1% -$3 ﹤0.01% 7370
2024
Q2
$881 Hold
318
﹤0.01% 7169
2024
Q1
$1.44K Sell
318
-330
-51% -$1.5K ﹤0.01% 7124
2023
Q4
$3.59K Buy
648
+288
+80% +$1.6K ﹤0.01% 7055
2023
Q3
$3.58K Sell
360
-75,654
-100% -$753K ﹤0.01% 6991
2023
Q2
$513K Sell
76,014
-156
-0.2% -$1.05K ﹤0.01% 5199
2023
Q1
$522K Sell
76,170
-50
-0.1% -$343 ﹤0.01% 5232
2022
Q4
$432K Sell
76,220
-38
-0% -$215 ﹤0.01% 5316
2022
Q3
$427K Sell
76,258
-4
-0% -$22 ﹤0.01% 5341
2022
Q2
$451K Sell
76,262
-10
-0% -$59 ﹤0.01% 5472
2022
Q1
$710K Hold
76,272
﹤0.01% 5195
2021
Q4
$1.51M Sell
76,272
-366
-0.5% -$7.25K ﹤0.01% 4782
2021
Q3
$2.18M Sell
76,638
-149
-0.2% -$4.25K ﹤0.01% 4496
2021
Q2
$3.35M Sell
76,787
-25
-0% -$1.09K ﹤0.01% 4182
2021
Q1
$2.9M Sell
76,812
-616
-0.8% -$23.3K ﹤0.01% 3959
2020
Q4
$1.84M Sell
77,428
-983
-1% -$23.3K ﹤0.01% 4234
2020
Q3
$2.38M Buy
78,411
+1,926
+3% +$58.6K ﹤0.01% 3496
2020
Q2
$2.16M Buy
76,485
+230
+0.3% +$6.51K ﹤0.01% 3517
2020
Q1
$2.45M Sell
76,255
-672
-0.9% -$21.6K ﹤0.01% 3179
2019
Q4
$4.19M Buy
76,927
+20,668
+37% +$1.13M ﹤0.01% 3390
2019
Q3
$3.61M Buy
56,259
+31,754
+130% +$2.04M ﹤0.01% 3235
2019
Q2
$1.64M Buy
24,505
+21,135
+627% +$1.42M ﹤0.01% 3922
2019
Q1
$223K Sell
3,370
-1,753
-34% -$116K ﹤0.01% 4997
2018
Q4
$299K Buy
5,123
+429
+9% +$25K ﹤0.01% 5099
2018
Q3
$989K Sell
4,694
-638
-12% -$134K ﹤0.01% 4547
2018
Q2
$1.05M Sell
5,332
-92
-2% -$18.1K ﹤0.01% 4608
2018
Q1
$904K Sell
5,424
-3,186
-37% -$531K ﹤0.01% 4613
2017
Q4
$1.45M Buy
8,610
+5,623
+188% +$949K ﹤0.01% 4293
2017
Q3
$851K Buy
+2,987
New +$851K ﹤0.01% 4537