Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Buy
32,153
+26,291
+448% +$1.07M ﹤0.01% 1462
2025
Q1
$265K Buy
5,862
+209
+4% +$9.44K ﹤0.01% 2189
2024
Q4
$245K Sell
5,653
-639
-10% -$27.7K ﹤0.01% 2250
2024
Q3
$285K Sell
6,292
-60,381
-91% -$2.74M ﹤0.01% 2146
2024
Q2
$2.74M Buy
66,673
+414
+0.6% +$17K ﹤0.01% 1122
2024
Q1
$2.48M Sell
66,259
-1,636
-2% -$61.2K ﹤0.01% 1174
2023
Q4
$2.6M Sell
67,895
-5,272
-7% -$202K ﹤0.01% 1129
2023
Q3
$2.61M Sell
73,167
-3,457
-5% -$123K ﹤0.01% 1103
2023
Q2
$3.29M Sell
76,624
-2,221
-3% -$95.4K 0.01% 1012
2023
Q1
$3.24M Sell
78,845
-3,275
-4% -$134K 0.01% 1007
2022
Q4
$3.18M Sell
82,120
-2,905
-3% -$113K 0.01% 996
2022
Q3
$3.55M Sell
85,025
-1,411
-2% -$58.8K 0.01% 919
2022
Q2
$3.98M Sell
86,436
-3,559
-4% -$164K 0.01% 889
2022
Q1
$5.16M Sell
89,995
-1,103
-1% -$63.3K 0.01% 869
2021
Q4
$5.47M Sell
91,098
-1,530
-2% -$91.8K 0.01% 852
2021
Q3
$4.91M Sell
92,628
-3,834
-4% -$203K 0.01% 885
2021
Q2
$4.73M Buy
96,462
+3,309
+4% +$162K 0.01% 900
2021
Q1
$4.09M Buy
93,153
+9,367
+11% +$411K 0.01% 924
2020
Q4
$3.22M Buy
83,786
+13,645
+19% +$524K 0.01% 984
2020
Q3
$2.29M Sell
70,141
-13,625
-16% -$444K 0.01% 1022
2020
Q2
$3.13M Sell
83,766
-11,098
-12% -$415K 0.01% 855
2020
Q1
$3.47M Buy
94,864
+2,876
+3% +$105K 0.01% 775
2019
Q4
$4.3M Buy
+91,988
New +$4.3M 0.01% 800
2017
Q4
Sell
-600
Closed -$23K 820
2017
Q3
$23K Hold
600
﹤0.01% 798
2017
Q2
$23K Hold
600
﹤0.01% 784
2017
Q1
$22K Hold
600
﹤0.01% 818
2016
Q4
$22K Hold
600
﹤0.01% 828
2016
Q3
$22K Hold
600
﹤0.01% 829
2016
Q2
$22K Hold
600
﹤0.01% 848
2016
Q1
$23K Hold
600
﹤0.01% 786
2015
Q4
$23K Hold
600
﹤0.01% 773
2015
Q3
$21K Buy
+600
New +$21K ﹤0.01% 813
2015
Q2
Sell
-11,219
Closed -$382K 850
2015
Q1
$382K Sell
11,219
-4,277
-28% -$146K 0.01% 586
2014
Q4
$477K Buy
15,496
+5,845
+61% +$180K 0.01% 524
2014
Q3
$263K Buy
+9,651
New +$263K 0.01% 652