Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$750K Buy
106,693
+4,084
+4% +$28.7K ﹤0.01% 4562
2025
Q1
$732K Sell
102,609
-55,298
-35% -$394K ﹤0.01% 4421
2024
Q4
$1.45M Buy
157,907
+106,398
+207% +$976K ﹤0.01% 3956
2024
Q3
$500K Sell
51,509
-5,113
-9% -$49.6K ﹤0.01% 4098
2024
Q2
$460K Buy
56,622
+35,060
+163% +$285K ﹤0.01% 3983
2024
Q1
$174K Sell
21,562
-230
-1% -$1.86K ﹤0.01% 4801
2023
Q4
$120K Buy
21,792
+7,166
+49% +$39.3K ﹤0.01% 4890
2023
Q3
$76.3K Buy
14,626
+2,092
+17% +$10.9K ﹤0.01% 4899
2023
Q2
$145K Buy
12,534
+2,455
+24% +$28.4K ﹤0.01% 4672
2023
Q1
$126K Buy
10,079
+768
+8% +$9.59K ﹤0.01% 4686
2022
Q4
$184K Buy
9,311
+3,009
+48% +$59.3K ﹤0.01% 4444
2022
Q3
$154K Buy
6,302
+6,116
+3,288% +$149K ﹤0.01% 4295
2022
Q2
$5K Sell
186
-2,626
-93% -$70.6K ﹤0.01% 7841
2022
Q1
$91K Sell
2,812
-3,353
-54% -$109K ﹤0.01% 4986
2021
Q4
$209K Buy
6,165
+5,715
+1,270% +$194K ﹤0.01% 4603
2021
Q3
$19K Sell
450
-18,840
-98% -$795K ﹤0.01% 6070
2021
Q2
$1.26M Buy
19,290
+8,203
+74% +$535K ﹤0.01% 3077
2021
Q1
$582K Sell
11,087
-23,100
-68% -$1.21M ﹤0.01% 3819
2020
Q4
$1.53M Buy
34,187
+4,326
+14% +$193K ﹤0.01% 2833
2020
Q3
$866K Sell
29,861
-9,107
-23% -$264K ﹤0.01% 3011
2020
Q2
$1.38M Buy
38,968
+24,141
+163% +$857K ﹤0.01% 2565
2020
Q1
$766K Sell
14,827
-12,356
-45% -$638K ﹤0.01% 2865
2019
Q4
$1.86M Sell
27,183
-3,334
-11% -$228K ﹤0.01% 2828
2019
Q3
$1.46M Buy
30,517
+12,083
+66% +$579K ﹤0.01% 2891
2019
Q2
$1.23M Sell
18,434
-5,129
-22% -$343K ﹤0.01% 2889
2019
Q1
$2.25M Sell
23,563
-48,618
-67% -$4.64M ﹤0.01% 2345
2018
Q4
$8.96M Buy
72,181
+42,110
+140% +$5.23M ﹤0.01% 1297
2018
Q3
$7.34M Buy
30,071
+14,258
+90% +$3.48M ﹤0.01% 1618
2018
Q2
$2.95M Sell
15,813
-3,214
-17% -$599K ﹤0.01% 2259
2018
Q1
$2.34M Sell
19,027
-1,209
-6% -$148K ﹤0.01% 2438
2017
Q4
$2.41M Buy
20,236
+5,930
+41% +$706K ﹤0.01% 2391
2017
Q3
$1.36M Sell
14,306
-202
-1% -$19.2K ﹤0.01% 2771
2017
Q2
$1.38M Buy
14,508
+1,072
+8% +$102K ﹤0.01% 2684
2017
Q1
$1.04M Buy
13,436
+10,139
+308% +$786K ﹤0.01% 2803
2016
Q4
$222K Buy
3,297
+1,574
+91% +$106K ﹤0.01% 3867
2016
Q3
$103K Buy
1,723
+1,262
+274% +$75.4K ﹤0.01% 4134
2016
Q2
$23K Sell
461
-675
-59% -$33.7K ﹤0.01% 5306
2016
Q1
$51K Sell
1,136
-1,430
-56% -$64.2K ﹤0.01% 4704
2015
Q4
$103K Sell
2,566
-6,791
-73% -$273K ﹤0.01% 4197
2015
Q3
$454K Buy
9,357
+9,137
+4,153% +$443K ﹤0.01% 3163
2015
Q2
$10K Sell
220
-800
-78% -$36.4K ﹤0.01% 5967
2015
Q1
$33K Buy
1,020
+624
+158% +$20.2K ﹤0.01% 4981
2014
Q4
$13K Buy
+396
New +$13K ﹤0.01% 5854