Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.68M Buy
35,447
+13,616
+62% +$1.03M 0.01% 801
2025
Q1
$1.64M Sell
21,831
-1,209
-5% -$90.7K 0.01% 944
2024
Q4
$1.76M Sell
23,040
-16,472
-42% -$1.26M 0.01% 882
2024
Q3
$3.08M Buy
39,512
+2,060
+6% +$161K 0.02% 627
2024
Q2
$2.67M Sell
37,452
-1,186
-3% -$84.7K 0.02% 643
2024
Q1
$3.14M Buy
38,638
+1,593
+4% +$129K 0.03% 536
2023
Q4
$2.74M Buy
37,045
+1,011
+3% +$74.7K 0.03% 558
2023
Q3
$2.38M Buy
36,034
+1,248
+4% +$82.4K 0.03% 550
2023
Q2
$2.58M Sell
34,786
-997
-3% -$74K 0.03% 506
2023
Q1
$2.76M Sell
35,783
-3,502
-9% -$270K 0.03% 443
2022
Q4
$969K Buy
39,285
+9,662
+33% +$238K 0.03% 520
2022
Q3
$2.1M Buy
29,623
+10,746
+57% +$760K 0.03% 414
2022
Q2
$1.6M Buy
18,877
+615
+3% +$52.1K 0.03% 498
2022
Q1
$1.49M Sell
18,262
-5,072
-22% -$414K 0.02% 506
2021
Q4
$1.83M Buy
23,334
+1,582
+7% +$124K 0.03% 479
2021
Q3
$1.71M Buy
21,752
+6,430
+42% +$505K 0.04% 358
2021
Q2
$1.19M Buy
15,322
+964
+7% +$74.9K 0.03% 445
2021
Q1
$1.13M Sell
14,358
-1,785
-11% -$141K 0.03% 428
2020
Q4
$1.2M Sell
16,143
-6,547
-29% -$486K 0.04% 376
2020
Q3
$1.41M Sell
22,690
-25,983
-53% -$1.62M 0.05% 307
2020
Q2
$2.66M Sell
48,673
-195,326
-80% -$10.7M 0.1% 191
2020
Q1
$11.1M Buy
243,999
+30,029
+14% +$1.37M 0.54% 51
2019
Q4
$18.3M Buy
213,970
+16,567
+8% +$1.42M 0.73% 32
2019
Q3
$15.7M Buy
197,403
+182,695
+1,242% +$14.5M 0.7% 35
2019
Q2
$1.04M Buy
14,708
+290
+2% +$20.5K 0.06% 273
2019
Q1
$963K Buy
14,418
+1,405
+11% +$93.8K 0.06% 279
2018
Q4
$815 Sell
13,013
-532
-4% -$33 0.05% 280
2018
Q3
$992K Buy
13,545
+1,087
+9% +$79.6K 0.08% 233
2018
Q2
$847 Buy
12,458
+4,047
+48% +$275 0.08% 224
2018
Q1
$491K Buy
8,411
+2,262
+37% +$132K 0.06% 273
2017
Q4
$379K Sell
6,149
-446
-7% -$27.5K 0.05% 269
2017
Q3
$356K Sell
6,595
-3,798
-37% -$205K 0.06% 250
2017
Q2
$513K Sell
10,393
-2,962
-22% -$146K 0.09% 190
2017
Q1
$690K Buy
13,355
+9,611
+257% +$497K 0.16% 140
2016
Q4
$205K Sell
3,744
-2,263
-38% -$124K 0.06% 243
2016
Q3
$294K Buy
+6,007
New +$294K 0.09% 173