Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.32M Buy
+40,000
New +$6.32M 0.93% 23
2025
Q1
Sell
-1,089
Closed -$146K 178
2024
Q4
$146K Sell
1,089
-81,778
-99% -$11M 0.01% 176
2024
Q3
$10.1M Buy
82,867
+79,035
+2,063% +$9.6M 0.28% 50
2024
Q2
$473K Buy
3,832
+3,122
+440% +$386K 0.01% 413
2024
Q1
$64.2K Sell
710
-2,650
-79% -$239K ﹤0.01% 443
2023
Q4
$166K Buy
3,360
+3,100
+1,192% +$154K 0.01% 202
2023
Q3
$11.3K Sell
260
-4,880
-95% -$212K ﹤0.01% 184
2023
Q2
$217K Buy
+5,140
New +$217K 0.01% 176
2023
Q1
Sell
-40,240
Closed -$588K 359
2022
Q4
$588K Sell
40,240
-16,490
-29% -$241K 0.03% 133
2022
Q3
$688K Sell
56,730
-122,170
-68% -$1.48M 0.03% 109
2022
Q2
$2.71M Buy
178,900
+87,900
+97% +$1.33M 0.1% 102
2022
Q1
$2.48M Sell
91,000
-90,620
-50% -$2.47M 0.07% 83
2021
Q4
$5.34M Buy
181,620
+30,150
+20% +$887K 0.08% 137
2021
Q3
$3.14M Sell
151,470
-806,730
-84% -$16.7M 0.08% 119
2021
Q2
$19.2M Buy
958,200
+863,000
+907% +$17.3M 0.35% 32
2021
Q1
$1.27M Sell
95,200
-692,400
-88% -$9.24M 0.03% 454
2020
Q4
$10.3M Buy
+787,600
New +$10.3M 0.27% 32
2020
Q3
Sell
-1,267,040
Closed -$12M 2092
2020
Q2
$12M Buy
1,267,040
+1,008,320
+390% +$9.58M 0.21% 70
2020
Q1
$1.71M Sell
258,720
-391,880
-60% -$2.58M 0.1% 121
2019
Q4
$3.83M Buy
650,600
+573,120
+740% +$3.37M 0.06% 266
2019
Q3
$337K Sell
77,480
-104,800
-57% -$456K 0.01% 1157
2019
Q2
$749K Sell
182,280
-3,280
-2% -$13.5K 0.01% 665
2019
Q1
$833K Sell
185,560
-186,840
-50% -$839K 0.02% 571
2018
Q4
$1.24M Buy
+372,400
New +$1.24M 0.04% 285
2018
Q3
Sell
-150,760
Closed -$893K 1423
2018
Q2
$893K Sell
150,760
-336,200
-69% -$1.99M 0.02% 531
2018
Q1
$2.82M Buy
486,960
+65,520
+16% +$379K 0.04% 191
2017
Q4
$2.04M Sell
421,440
-22,920
-5% -$111K 0.03% 261
2017
Q3
$1.99M Sell
444,360
-885,120
-67% -$3.96M 0.03% 336
2017
Q2
$4.8M Buy
+1,329,480
New +$4.8M 0.06% 173
2017
Q1
Sell
-7,035,160
Closed -$18.8M 1610
2016
Q4
$18.8M Buy
+7,035,160
New +$18.8M 0.18% 13
2016
Q3
Sell
-406,320
Closed -$477K 1549
2016
Q2
$477K Sell
406,320
-998,400
-71% -$1.17M 0.01% 1130
2016
Q1
$1.25M Buy
1,404,720
+838,240
+148% +$747K 0.02% 479
2015
Q4
$467K Buy
+566,480
New +$467K 0.01% 767
2015
Q3
Hold
0
1482
2015
Q2
Hold
0
1657
2015
Q1
Sell
-2,193,400
Closed -$1.1M 1229
2014
Q4
$1.1M Sell
2,193,400
-7,318,720
-77% -$3.67M 0.05% 330
2014
Q3
$4.39M Buy
+9,512,120
New +$4.39M 0.2% 96
2014
Q2
Sell
-1,827,560
Closed -$819K 1107
2014
Q1
$819K Buy
+1,827,560
New +$819K 0.05% 230
2013
Q4
Sell
-1,287,400
Closed -$501K 1130
2013
Q3
$501K Buy
+1,287,400
New +$501K 0.02% 483
2013
Q2
Hold
0
1099