Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Sell
27,084
-3,028
-10% -$26.2K ﹤0.01% 1619
2025
Q1
$265K Sell
30,112
-9,065
-23% -$79.8K ﹤0.01% 1494
2024
Q4
$356K Buy
39,177
+12,296
+46% +$112K ﹤0.01% 1499
2024
Q3
$243K Buy
26,881
+7,554
+39% +$68.3K ﹤0.01% 1608
2024
Q2
$160K Sell
19,327
-6,597
-25% -$54.7K ﹤0.01% 1579
2024
Q1
$212K Buy
25,924
+1,700
+7% +$13.9K ﹤0.01% 1638
2023
Q4
$190K Buy
24,224
+4,944
+26% +$38.7K ﹤0.01% 1651
2023
Q3
$131K Sell
19,280
-23
-0.1% -$156 ﹤0.01% 1580
2023
Q2
$164K Buy
19,303
+1,673
+9% +$14.3K ﹤0.01% 1583
2023
Q1
$136K Sell
17,630
-1,645
-9% -$12.7K ﹤0.01% 1529
2022
Q4
$137K Buy
19,275
+2,763
+17% +$19.7K ﹤0.01% 1586
2022
Q3
$121K Sell
16,512
-314
-2% -$2.3K ﹤0.01% 1518
2022
Q2
$108K Sell
16,826
-11,523
-41% -$74K ﹤0.01% 1601
2022
Q1
$207K Sell
28,349
-4,678
-14% -$34.2K ﹤0.01% 1867
2021
Q4
$254K Buy
33,027
+13,936
+73% +$107K ﹤0.01% 1887
2021
Q3
$131K Sell
19,091
-41,863
-69% -$287K ﹤0.01% 1868
2021
Q2
$409K Buy
60,954
+40,207
+194% +$270K ﹤0.01% 1681
2021
Q1
$127K Sell
20,747
-18,918
-48% -$116K ﹤0.01% 2134
2020
Q4
$209K Sell
39,665
-419,864
-91% -$2.21M ﹤0.01% 1825
2020
Q3
$2.06M Buy
459,529
+21,349
+5% +$95.9K 0.01% 557
2020
Q2
$2.2M Sell
438,180
-62,907
-13% -$315K 0.01% 543
2020
Q1
$2.35M Sell
501,087
-222,104
-31% -$1.04M 0.02% 463
2019
Q4
$4.98M Buy
723,191
+2,275
+0.3% +$15.7K 0.02% 458
2019
Q3
$5.01M Sell
720,916
-10,765
-1% -$74.8K 0.03% 420
2019
Q2
$4.89M Sell
731,681
-65,339
-8% -$436K 0.03% 415
2019
Q1
$5.34M Buy
797,020
+11,290
+1% +$75.6K 0.03% 397
2018
Q4
$4.59M Sell
785,730
-74,542
-9% -$436K 0.03% 405
2018
Q3
$5.06M Sell
860,272
-47,668
-5% -$280K 0.03% 417
2018
Q2
$5.12M Sell
907,940
-28,264
-3% -$159K 0.03% 431
2018
Q1
$5.08M Buy
936,204
+92,687
+11% +$503K 0.03% 437
2017
Q4
$4.91M Buy
843,517
+133,178
+19% +$776K 0.03% 423
2017
Q3
$4.15M Sell
710,339
-37,466
-5% -$219K 0.04% 414
2017
Q2
$4.28M Buy
747,805
+15,914
+2% +$91.1K 0.04% 383
2017
Q1
$4.32M Buy
731,891
+37,504
+5% +$222K 0.05% 375
2016
Q4
$4.2M Buy
694,387
+154,040
+29% +$933K 0.05% 369
2016
Q3
$3.31M Sell
540,347
-89,091
-14% -$545K 0.05% 334
2016
Q2
$3.7M Sell
629,438
-55,888
-8% -$329K 0.05% 301
2016
Q1
$3.82M Sell
685,326
-143,943
-17% -$802K 0.05% 291
2015
Q4
$4.42M Buy
829,269
+36,100
+5% +$193K 0.05% 311
2015
Q3
$3.91M Sell
793,169
-76,817
-9% -$379K 0.05% 313
2015
Q2
$4.28M Sell
869,986
-109,262
-11% -$538K 0.06% 305
2015
Q1
$5.13M Sell
979,248
-14,878
-1% -$78K 0.06% 308
2014
Q4
$4.92M Buy
994,126
+113,901
+13% +$564K 0.06% 329
2014
Q3
$3.73M Sell
880,225
-71,953
-8% -$305K 0.05% 388
2014
Q2
$4.09M Sell
952,178
-6,921
-0.7% -$29.8K 0.05% 366
2014
Q1
$3.86M Sell
959,099
-48,870
-5% -$197K 0.05% 360
2013
Q4
$3.48M Buy
1,007,969
+67,336
+7% +$232K 0.05% 449
2013
Q3
$3.5M Sell
940,633
-67,771
-7% -$252K 0.08% 196
2013
Q2
$4.04M Buy
+1,008,404
New +$4.04M 0.08% 228