Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.19M Sell
104,396
-21,496
-17% -$656K ﹤0.01% 3435
2025
Q1
$3.35M Sell
125,892
-52,475
-29% -$1.4M ﹤0.01% 3304
2024
Q4
$5.98M Buy
178,367
+145,214
+438% +$4.87M ﹤0.01% 2811
2024
Q3
$1.49M Buy
33,153
+6,744
+26% +$303K ﹤0.01% 3264
2024
Q2
$552K Sell
26,409
-18,842
-42% -$394K ﹤0.01% 3858
2024
Q1
$599K Sell
45,251
-62
-0.1% -$820 ﹤0.01% 3955
2023
Q4
$508K Buy
45,313
+16,656
+58% +$187K ﹤0.01% 3959
2023
Q3
$412K Sell
28,657
-4,755
-14% -$68.3K ﹤0.01% 3746
2023
Q2
$636K Buy
33,412
+18,372
+122% +$350K ﹤0.01% 3640
2023
Q1
$318K Buy
15,040
+2,322
+18% +$49.1K ﹤0.01% 4010
2022
Q4
$188K Buy
12,718
+1,279
+11% +$18.9K ﹤0.01% 4419
2022
Q3
$139K Buy
11,439
+836
+8% +$10.2K ﹤0.01% 4384
2022
Q2
$77K Sell
10,603
-3,599
-25% -$26.1K ﹤0.01% 4613
2022
Q1
$97K Sell
14,202
-829
-6% -$5.66K ﹤0.01% 4943
2021
Q4
$130K Sell
15,031
-3,028
-17% -$26.2K ﹤0.01% 4991
2021
Q3
$164K Buy
18,059
+176
+1% +$1.6K ﹤0.01% 4418
2021
Q2
$166K Sell
17,883
-4,694
-21% -$43.6K ﹤0.01% 4473
2021
Q1
$152K Sell
22,577
-20,670
-48% -$139K ﹤0.01% 4675
2020
Q4
$297K Buy
43,247
+12,585
+41% +$86.4K ﹤0.01% 4021
2020
Q3
$171K Sell
30,662
-8,518
-22% -$47.5K ﹤0.01% 4071
2020
Q2
$204K Buy
39,180
+15,422
+65% +$80.3K ﹤0.01% 3990
2020
Q1
$90K Sell
23,758
-4,561
-16% -$17.3K ﹤0.01% 4515
2019
Q4
$220K Buy
28,319
+2,821
+11% +$21.9K ﹤0.01% 4540
2019
Q3
$144K Sell
25,498
-4,457
-15% -$25.2K ﹤0.01% 4609
2019
Q2
$261K Buy
29,955
+795
+3% +$6.93K ﹤0.01% 3943
2019
Q1
$145K Buy
29,160
+4,751
+19% +$23.6K ﹤0.01% 4049
2018
Q4
$139K Buy
24,409
+17,626
+260% +$100K ﹤0.01% 4393
2018
Q3
$19K Buy
6,783
+1,022
+18% +$2.86K ﹤0.01% 5904
2018
Q2
$13K Buy
5,761
+4,171
+262% +$9.41K ﹤0.01% 6065
2018
Q1
$3K Sell
1,590
-6,808
-81% -$12.8K ﹤0.01% 6525
2017
Q4
$14K Sell
8,398
-9,102
-52% -$15.2K ﹤0.01% 5831
2017
Q3
$28K Sell
17,500
-4,353
-20% -$6.97K ﹤0.01% 5311
2017
Q2
$70K Buy
21,853
+19,217
+729% +$61.6K ﹤0.01% 4513
2017
Q1
$11K Buy
2,636
+370
+16% +$1.54K ﹤0.01% 5629
2016
Q4
$6K Buy
2,266
+1,388
+158% +$3.68K ﹤0.01% 6181
2016
Q3
$3K Buy
+878
New +$3K ﹤0.01% 6339
2016
Q2
Sell
-2,461
Closed -$10K 6838
2016
Q1
$10K Buy
2,461
+2,254
+1,089% +$9.16K ﹤0.01% 5816
2015
Q4
$1K Buy
+207
New +$1K ﹤0.01% 6704
2015
Q2
Sell
-242
Closed -$2K 6819
2015
Q1
$2K Sell
242
-2,627
-92% -$21.7K ﹤0.01% 6437
2014
Q4
$22K Buy
+2,869
New +$22K ﹤0.01% 5437