Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.1M Buy
2,029,220
+1,404,217
+225% +$2.15M ﹤0.01% 3149
2025
Q1
$583K Buy
625,003
+179,800
+40% +$168K ﹤0.01% 3556
2024
Q4
$605K Buy
445,203
+40,450
+10% +$55K ﹤0.01% 3580
2024
Q3
$295K Hold
404,753
﹤0.01% 3723
2024
Q2
$340K Hold
404,753
﹤0.01% 3660
2024
Q1
$729K Buy
404,753
+41,900
+12% +$75.4K ﹤0.01% 3551
2023
Q4
$737K Buy
362,853
+800
+0.2% +$1.62K ﹤0.01% 3547
2023
Q3
$442K Buy
362,053
+34,000
+10% +$41.5K ﹤0.01% 3697
2023
Q2
$705K Buy
328,053
+26,600
+9% +$57.2K ﹤0.01% 3625
2023
Q1
$329K Buy
301,453
+46,800
+18% +$51K ﹤0.01% 3896
2022
Q4
$316K Hold
254,653
﹤0.01% 3931
2022
Q3
$267K Sell
254,653
-31,200
-11% -$32.7K ﹤0.01% 4015
2022
Q2
$320K Sell
285,853
-2,711,409
-90% -$3.04M ﹤0.01% 4003
2022
Q1
$7.58M Sell
2,997,262
-4,563,072
-60% -$11.5M ﹤0.01% 2970
2021
Q4
$30.9M Buy
7,560,334
+821,491
+12% +$3.36M ﹤0.01% 2156
2021
Q3
$34.6M Buy
6,738,843
+1,545,948
+30% +$7.93M ﹤0.01% 2079
2021
Q2
$42.5M Buy
5,192,895
+2,878,070
+124% +$23.5M ﹤0.01% 1969
2021
Q1
$24.3M Buy
2,314,825
+2,280,582
+6,660% +$23.9M ﹤0.01% 2243
2020
Q4
$83K Sell
34,243
-1,300
-4% -$3.15K ﹤0.01% 3821
2020
Q3
$49K Hold
35,543
﹤0.01% 3755
2020
Q2
$47K Sell
35,543
-100
-0.3% -$132 ﹤0.01% 3712
2020
Q1
$12K Sell
35,643
-600
-2% -$202 ﹤0.01% 3722
2019
Q4
$15K Sell
36,243
-52,543
-59% -$21.7K ﹤0.01% 3774
2019
Q3
$60K Sell
88,786
-539,514
-86% -$365K ﹤0.01% 3707
2019
Q2
$685K Sell
628,300
-1,056,194
-63% -$1.15M ﹤0.01% 3475
2019
Q1
$2.26M Buy
1,684,494
+61,842
+4% +$82.9K ﹤0.01% 3110
2018
Q4
$1.62M Sell
1,622,652
-38,740
-2% -$38.7K ﹤0.01% 3199
2018
Q3
$4.02M Buy
1,661,392
+110,201
+7% +$267K ﹤0.01% 2966
2018
Q2
$4.44M Buy
1,551,191
+41,942
+3% +$120K ﹤0.01% 2925
2018
Q1
$4.71M Sell
1,509,249
-5,551
-0.4% -$17.3K ﹤0.01% 2832
2017
Q4
$4.85M Buy
1,514,800
+80,456
+6% +$258K ﹤0.01% 2807
2017
Q3
$5.98M Sell
1,434,344
-11,778
-0.8% -$49.1K ﹤0.01% 2708
2017
Q2
$5.37M Buy
1,446,122
+94,289
+7% +$350K ﹤0.01% 2698
2017
Q1
$5.54M Buy
1,351,833
+82,438
+6% +$338K ﹤0.01% 2653
2016
Q4
$3.6M Buy
1,269,395
+40,253
+3% +$114K ﹤0.01% 2857
2016
Q3
$2.68M Buy
1,229,142
+2,455
+0.2% +$5.35K ﹤0.01% 2858
2016
Q2
$2.72M Sell
1,226,687
-3,711
-0.3% -$8.24K ﹤0.01% 2913
2016
Q1
$2.04M Buy
1,230,398
+17,174
+1% +$28.5K ﹤0.01% 2998
2015
Q4
$3.3M Buy
1,213,224
+15,433
+1% +$42K ﹤0.01% 2767
2015
Q3
$3.76M Buy
1,197,791
+5,870
+0.5% +$18.4K ﹤0.01% 2661
2015
Q2
$4.11M Buy
1,191,921
+15,992
+1% +$55.1K ﹤0.01% 2730
2015
Q1
$4.14M Buy
1,175,929
+37,628
+3% +$132K ﹤0.01% 2669
2014
Q4
$4.12M Sell
1,138,301
-22,722
-2% -$82.2K ﹤0.01% 2670
2014
Q3
$3.95M Sell
1,161,023
-34,646
-3% -$118K ﹤0.01% 2663
2014
Q2
$3.9M Sell
1,195,669
-9,501
-0.8% -$31K ﹤0.01% 2727
2014
Q1
$4.56M Buy
1,205,170
+11,298
+0.9% +$42.7K ﹤0.01% 2621
2013
Q4
$5.04M Buy
1,193,872
+6,649
+0.6% +$28.1K ﹤0.01% 2574
2013
Q3
$4.78M Sell
1,187,223
-2,798
-0.2% -$11.3K ﹤0.01% 2560
2013
Q2
$4.42M Buy
+1,190,021
New +$4.42M ﹤0.01% 2535