Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.7M Buy
133,413
+80,469
+152% +$7.07M 0.01% 918
2025
Q1
$3.73M Buy
52,944
+29,299
+124% +$2.06M ﹤0.01% 1388
2024
Q4
$1.76M Buy
23,645
+14,268
+152% +$1.06M ﹤0.01% 1721
2024
Q3
$700K Sell
9,377
-1,044
-10% -$77.9K ﹤0.01% 2068
2024
Q2
$625K Sell
10,421
-4,271
-29% -$256K ﹤0.01% 2080
2024
Q1
$958K Sell
14,692
-1,522
-9% -$99.2K ﹤0.01% 1901
2023
Q4
$1.49M Sell
16,214
-3,750
-19% -$344K ﹤0.01% 1726
2023
Q3
$1.41M Buy
19,964
+5,436
+37% +$384K ﹤0.01% 1754
2023
Q2
$929K Sell
14,528
-5,635
-28% -$360K ﹤0.01% 1899
2023
Q1
$1.33M Buy
20,163
+1,850
+10% +$122K ﹤0.01% 1775
2022
Q4
$745K Buy
18,313
+7,745
+73% +$315K ﹤0.01% 1863
2022
Q3
$596K Sell
10,568
-33,801
-76% -$1.91M ﹤0.01% 2005
2022
Q2
$3.64M Buy
44,369
+12,939
+41% +$1.06M 0.01% 1254
2022
Q1
$3.93M Sell
31,430
-44,579
-59% -$5.57M 0.01% 1233
2021
Q4
$17.2M Buy
76,009
+9,616
+14% +$2.18M 0.03% 540
2021
Q3
$20.9M Buy
66,393
+9,414
+17% +$2.96M 0.04% 435
2021
Q2
$26.1M Buy
56,979
+13,955
+32% +$6.4M 0.06% 333
2021
Q1
$14M Buy
43,024
+5,083
+13% +$1.66M 0.04% 517
2020
Q4
$12.6M Buy
37,941
+1,008
+3% +$335K 0.03% 535
2020
Q3
$6.97M Buy
36,933
+12,438
+51% +$2.35M 0.02% 714
2020
Q2
$2.85M Buy
24,495
+20,365
+493% +$2.37M 0.01% 1108
2020
Q1
$361K Sell
4,130
-724
-15% -$63.3K ﹤0.01% 1849
2019
Q4
$650K Sell
4,854
-20,276
-81% -$2.72M ﹤0.01% 1824
2019
Q3
$2.56M Buy
25,130
+2,340
+10% +$238K 0.01% 1225
2019
Q2
$2.06M Buy
22,790
+21,300
+1,430% +$1.93M 0.01% 1318
2019
Q1
$96K Sell
1,490
-6,840
-82% -$441K ﹤0.01% 2511
2018
Q4
$608K Hold
8,330
﹤0.01% 1700
2018
Q3
$608K Buy
8,330
+8,318
+69,317% +$607K ﹤0.01% 1605
2018
Q2
$1K Sell
12
-1,270
-99% -$106K ﹤0.01% 3504
2018
Q1
$40K Sell
1,282
-1,418
-53% -$44.2K ﹤0.01% 2427
2017
Q4
$140K Sell
2,700
-17,800
-87% -$923K ﹤0.01% 2023
2017
Q3
$544K Buy
+20,500
New +$544K ﹤0.01% 1611