Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.32M Sell
77,785
-9,247
-11% -$276K ﹤0.01% 3699
2025
Q1
$2.51M Buy
87,032
+8,848
+11% +$255K ﹤0.01% 3545
2024
Q4
$2.58M Buy
78,184
+42,556
+119% +$1.4M ﹤0.01% 3515
2024
Q3
$1.22M Buy
35,628
+6,193
+21% +$211K ﹤0.01% 3440
2024
Q2
$908K Sell
29,435
-44,159
-60% -$1.36M ﹤0.01% 3467
2024
Q1
$2.94M Buy
73,594
+65,355
+793% +$2.61M ﹤0.01% 2653
2023
Q4
$310K Sell
8,239
-4,594
-36% -$173K ﹤0.01% 4312
2023
Q3
$585K Sell
12,833
-10,596
-45% -$483K ﹤0.01% 3497
2023
Q2
$1.12M Buy
23,429
+12,604
+116% +$600K ﹤0.01% 3215
2023
Q1
$480K Sell
10,825
-1,384
-11% -$61.4K ﹤0.01% 3737
2022
Q4
$398K Sell
12,209
-1,733
-12% -$56.4K ﹤0.01% 3872
2022
Q3
$569K Sell
13,942
-5,492
-28% -$224K ﹤0.01% 3256
2022
Q2
$920K Buy
19,434
+5,377
+38% +$255K ﹤0.01% 2945
2022
Q1
$855K Sell
14,057
-4,591
-25% -$279K ﹤0.01% 3377
2021
Q4
$1.22M Sell
18,648
-20,753
-53% -$1.35M ﹤0.01% 3293
2021
Q3
$3.65M Sell
39,401
-3,939
-9% -$364K ﹤0.01% 2278
2021
Q2
$5.97M Sell
43,340
-3,661
-8% -$504K ﹤0.01% 1870
2021
Q1
$6.25M Buy
47,001
+6,524
+16% +$867K ﹤0.01% 1781
2020
Q4
$6.56M Sell
40,477
-19,216
-32% -$3.11M ﹤0.01% 1642
2020
Q3
$3.87M Sell
59,693
-8,782
-13% -$569K ﹤0.01% 1901
2020
Q2
$3.51M Buy
68,475
+29,091
+74% +$1.49M ﹤0.01% 1853
2020
Q1
$1.58M Buy
39,384
+19,900
+102% +$800K ﹤0.01% 2341
2019
Q4
$745K Sell
19,484
-432
-2% -$16.5K ﹤0.01% 3583
2019
Q3
$946K Sell
19,916
-4,929
-20% -$234K ﹤0.01% 3233
2019
Q2
$896K Buy
24,845
+4,797
+24% +$173K ﹤0.01% 3122
2019
Q1
$691K Buy
20,048
+2,301
+13% +$79.3K ﹤0.01% 3159
2018
Q4
$474K Buy
17,747
+3,227
+22% +$86.2K ﹤0.01% 3546
2018
Q3
$481K Buy
14,520
+8,229
+131% +$273K ﹤0.01% 3671
2018
Q2
$227K Sell
6,291
-426
-6% -$15.4K ﹤0.01% 4009
2018
Q1
$169K Buy
6,717
+4,746
+241% +$119K ﹤0.01% 4083
2017
Q4
$62K Buy
1,971
+1,969
+98,450% +$61.9K ﹤0.01% 4738
2017
Q3
$0 Buy
+2
New ﹤0.01% 6757