Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.53M Buy
225,684
+40,896
+22% +$458K ﹤0.01% 1764
2025
Q1
$1.7M Buy
184,788
+19,623
+12% +$181K ﹤0.01% 1897
2024
Q4
$1.3M Buy
165,165
+1,047
+0.6% +$8.24K ﹤0.01% 2109
2024
Q3
$2.06M Sell
164,118
-12,978
-7% -$163K ﹤0.01% 1897
2024
Q2
$1.06M Buy
177,096
+19,229
+12% +$116K ﹤0.01% 2207
2024
Q1
$1.05M Buy
157,867
+4,248
+3% +$28.2K ﹤0.01% 2227
2023
Q4
$1.59M Sell
153,619
-4,748
-3% -$49K ﹤0.01% 2026
2023
Q3
$1.11M Buy
158,367
+4,258
+3% +$30K ﹤0.01% 2140
2023
Q2
$1.91M Buy
154,109
+2,610
+2% +$32.4K ﹤0.01% 1924
2023
Q1
$1.37M Buy
151,499
+13,032
+9% +$118K ﹤0.01% 1999
2022
Q4
$587K Sell
138,467
-80
-0.1% -$339 ﹤0.01% 2389
2022
Q3
$809K Buy
138,547
+15,571
+13% +$90.9K ﹤0.01% 2259
2022
Q2
$1.01M Buy
122,976
+9,825
+9% +$80.9K ﹤0.01% 2139
2022
Q1
$2.04M Buy
113,151
+2,083
+2% +$37.6K ﹤0.01% 1810
2021
Q4
$4.26M Sell
111,068
-3,099
-3% -$119K 0.01% 1449
2021
Q3
$5.72M Buy
114,167
+1,131
+1% +$56.7K 0.01% 1276
2021
Q2
$7.17M Sell
113,036
-2,211
-2% -$140K 0.01% 1213
2021
Q1
$7.67M Sell
115,247
-11,295
-9% -$752K 0.01% 1162
2020
Q4
$8.69M Buy
126,542
+5,837
+5% +$401K 0.01% 1015
2020
Q3
$6.03M Sell
120,705
-31,658
-21% -$1.58M 0.01% 1037
2020
Q2
$6.39M Buy
152,363
+28,854
+23% +$1.21M 0.01% 1053
2020
Q1
$1.91M Sell
123,509
-1,735
-1% -$26.8K ﹤0.01% 1575
2019
Q4
$2.65M Buy
125,244
+6,692
+6% +$141K ﹤0.01% 1647
2019
Q3
$2M Sell
118,552
-85
-0.1% -$1.43K ﹤0.01% 1750
2019
Q2
$2.13M Buy
118,637
+14,607
+14% +$263K ﹤0.01% 1711
2019
Q1
$2.11M Sell
104,030
-932
-0.9% -$18.9K ﹤0.01% 1674
2018
Q4
$1.51M Buy
104,962
+37,166
+55% +$535K ﹤0.01% 1819
2018
Q3
$1.27M Sell
67,796
-2,598
-4% -$48.6K ﹤0.01% 1891
2018
Q2
$1.63M Buy
70,394
+16,609
+31% +$383K ﹤0.01% 1783
2018
Q1
$1.23M Buy
53,785
+46,227
+612% +$1.06M ﹤0.01% 1843
2017
Q4
$237K Buy
+7,558
New +$237K ﹤0.01% 2559