Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.15M Sell
370,516
-220,895
-37% -$1.88M ﹤0.01% 3443
2025
Q1
$3.64M Buy
591,411
+327,698
+124% +$2.02M ﹤0.01% 3218
2024
Q4
$1.68M Buy
263,713
+56,549
+27% +$360K ﹤0.01% 3863
2024
Q3
$1.43M Buy
207,164
+39,867
+24% +$276K ﹤0.01% 3291
2024
Q2
$895K Buy
167,297
+29,621
+22% +$158K ﹤0.01% 3486
2024
Q1
$830K Buy
137,676
+13,781
+11% +$83.1K ﹤0.01% 3681
2023
Q4
$730K Buy
123,895
+42,837
+53% +$252K ﹤0.01% 3676
2023
Q3
$513K Sell
81,058
-9,783
-11% -$61.9K ﹤0.01% 3585
2023
Q2
$1.03M Buy
90,841
+22,957
+34% +$260K ﹤0.01% 3278
2023
Q1
$652K Buy
67,884
+22,998
+51% +$221K ﹤0.01% 3518
2022
Q4
$293K Buy
44,886
+33,148
+282% +$216K ﹤0.01% 4097
2022
Q3
$53K Buy
11,738
+10,791
+1,139% +$48.7K ﹤0.01% 5244
2022
Q2
$5K Sell
947
-19,983
-95% -$106K ﹤0.01% 7907
2022
Q1
$144K Buy
20,930
+6,982
+50% +$48K ﹤0.01% 4641
2021
Q4
$139K Sell
13,948
-10,149
-42% -$101K ﹤0.01% 4937
2021
Q3
$290K Sell
24,097
-1,996
-8% -$24K ﹤0.01% 4045
2021
Q2
$373K Sell
26,093
-4,846
-16% -$69.3K ﹤0.01% 3941
2021
Q1
$447K Sell
30,939
-20,599
-40% -$298K ﹤0.01% 4011
2020
Q4
$810K Buy
51,538
+20,412
+66% +$321K ﹤0.01% 3304
2020
Q3
$472K Buy
31,126
+25,859
+491% +$392K ﹤0.01% 3471
2020
Q2
$87K Sell
5,267
-2,356
-31% -$38.9K ﹤0.01% 4586
2020
Q1
$78K Sell
7,623
-2,343
-24% -$24K ﹤0.01% 4625
2019
Q4
$143K Sell
9,966
-7,542
-43% -$108K ﹤0.01% 4795
2019
Q3
$278K Buy
17,508
+1,800
+11% +$28.6K ﹤0.01% 4133
2019
Q2
$315K Buy
15,708
+6,159
+64% +$124K ﹤0.01% 3836
2019
Q1
$209K Buy
9,549
+917
+11% +$20.1K ﹤0.01% 3821
2018
Q4
$128K Sell
8,632
-27,263
-76% -$404K ﹤0.01% 4458
2018
Q3
$851K Buy
35,895
+19,356
+117% +$459K ﹤0.01% 3282
2018
Q2
$319K Sell
16,539
-1,038
-6% -$20K ﹤0.01% 3830
2018
Q1
$222K Buy
17,577
+5,217
+42% +$65.9K ﹤0.01% 3921
2017
Q4
$149K Buy
12,360
+11,627
+1,586% +$140K ﹤0.01% 4203
2017
Q3
$9K Buy
+733
New +$9K ﹤0.01% 6045