Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.2M Sell
18,127
-24,852
-58% -$22.3M 0.02% 451
2025
Q1
$29.2M Buy
42,979
+10,015
+30% +$6.81M 0.04% 280
2024
Q4
$20.8M Buy
32,964
+14,237
+76% +$8.97M 0.02% 344
2024
Q3
$14.5M Buy
18,727
+15,078
+413% +$11.7M 0.02% 384
2024
Q2
$3.01M Sell
3,649
-18
-0.5% -$14.8K 0.01% 891
2024
Q1
$2.56M Sell
3,667
-17
-0.5% -$11.9K ﹤0.01% 952
2023
Q4
$2.14M Sell
3,684
-121
-3% -$70.3K ﹤0.01% 998
2023
Q3
$1.75M Sell
3,805
-53,783
-93% -$24.7M ﹤0.01% 1033
2023
Q2
$27.9M Buy
57,588
+5,811
+11% +$2.82M 0.09% 156
2023
Q1
$20.7M Buy
51,777
+50,718
+4,789% +$20.2M 0.08% 176
2022
Q4
$399K Sell
1,059
-15,426
-94% -$5.82M ﹤0.01% 1565
2022
Q3
$4.99M Buy
+16,485
New +$4.99M 0.03% 461
2022
Q2
Sell
-6,618
Closed -$2.42M 2389
2022
Q1
$2.42M Sell
6,618
-38,810
-85% -$14.2M 0.01% 721
2021
Q4
$19.5M Buy
45,428
+42,449
+1,425% +$18.3M 0.05% 185
2021
Q3
$997K Sell
2,979
-52,095
-95% -$17.4M ﹤0.01% 1078
2021
Q2
$17.9M Buy
55,074
+41,805
+315% +$13.6M 0.07% 161
2021
Q1
$4.38M Buy
13,269
+2,611
+24% +$863K 0.03% 466
2020
Q4
$2.76M Sell
10,658
-24,342
-70% -$6.3M 0.02% 620
2020
Q3
$6.78M Buy
35,000
+32,492
+1,296% +$6.3M 0.09% 259
2020
Q2
$488K Buy
+2,508
New +$488K 0.01% 1318
2019
Q3
Sell
-31,900
Closed -$3.77M 2403
2019
Q2
$3.77M Buy
31,900
+26,568
+498% +$3.14M 0.04% 541
2019
Q1
$637K Sell
5,332
-28,508
-84% -$3.41M 0.01% 1341
2018
Q4
$3.03M Sell
33,840
-130,048
-79% -$11.6M 0.04% 540
2018
Q3
$16.7M Buy
163,888
+72,759
+80% +$7.4M 0.2% 131
2018
Q2
$9.34M Buy
91,129
+38,815
+74% +$3.98M 0.12% 245
2018
Q1
$5.7M Sell
52,314
-30,176
-37% -$3.29M 0.09% 282
2017
Q4
$8.67M Buy
82,490
+80,290
+3,650% +$8.44M 0.15% 144
2017
Q3
$233K Sell
2,200
-107,677
-98% -$11.4M ﹤0.01% 1292
2017
Q2
$10.1M Buy
109,877
+52,455
+91% +$4.8M 0.2% 109
2017
Q1
$5.46M Sell
57,422
-63,235
-52% -$6.01M 0.15% 152
2016
Q4
$9.49M Buy
120,657
+14,012
+13% +$1.1M 0.39% 50
2016
Q3
$7.43M Sell
106,645
-16,168
-13% -$1.13M 0.49% 33
2016
Q2
$9M Buy
122,813
+67,984
+124% +$4.98M 0.56% 18
2016
Q1
$3.99M Buy
+54,829
New +$3.99M 0.31% 68
2015
Q4
Sell
-9,350
Closed -$468K 1276
2015
Q3
$468K Sell
9,350
-5,796
-38% -$290K 0.12% 202
2015
Q2
$851K Buy
15,146
+6,297
+71% +$354K 0.28% 105
2015
Q1
$516K Buy
+8,849
New +$516K 0.18% 174