Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$576K Sell
54,772
-1,533
-3% -$16.1K ﹤0.01% 1418
2025
Q1
$699K Sell
56,305
-235
-0.4% -$2.92K ﹤0.01% 1279
2024
Q4
$728K Sell
56,540
-10,689
-16% -$138K ﹤0.01% 1275
2024
Q3
$1.35M Sell
67,229
-2,053
-3% -$41.2K ﹤0.01% 1001
2024
Q2
$1.22M Buy
69,282
+4,637
+7% +$81.5K ﹤0.01% 1016
2024
Q1
$1.16M Buy
64,645
+32,272
+100% +$579K ﹤0.01% 1046
2023
Q4
$623K Buy
32,373
+7,163
+28% +$138K ﹤0.01% 1368
2023
Q3
$383K Buy
25,210
+2,853
+13% +$43.4K ﹤0.01% 1501
2023
Q2
$463K Sell
22,357
-1,034
-4% -$21.4K ﹤0.01% 1426
2023
Q1
$563K Sell
23,391
-723
-3% -$17.4K ﹤0.01% 1343
2022
Q4
$694K Buy
24,114
+280
+1% +$8.05K ﹤0.01% 1233
2022
Q3
$539K Sell
23,834
-3,710
-13% -$83.9K ﹤0.01% 1354
2022
Q2
$578K Buy
27,544
+3,856
+16% +$80.9K ﹤0.01% 1359
2022
Q1
$610K Sell
23,688
-922
-4% -$23.7K ﹤0.01% 1440
2021
Q4
$597K Buy
24,610
+1,697
+7% +$41.2K ﹤0.01% 1441
2021
Q3
$523K Sell
22,913
-76
-0.3% -$1.74K ﹤0.01% 1494
2021
Q2
$599K Sell
22,989
-5,983
-21% -$156K ﹤0.01% 1450
2021
Q1
$777K Buy
28,972
+903
+3% +$24.2K ﹤0.01% 1272
2020
Q4
$659K Buy
28,069
+1,771
+7% +$41.6K ﹤0.01% 1297
2020
Q3
$476K Sell
26,298
-479
-2% -$8.67K ﹤0.01% 1352
2020
Q2
$388K Sell
26,777
-4,791
-15% -$69.4K ﹤0.01% 1437
2020
Q1
$430K Buy
31,568
+779
+3% +$10.6K ﹤0.01% 1273
2019
Q4
$612K Buy
30,789
+988
+3% +$19.6K ﹤0.01% 1266
2019
Q3
$486K Buy
29,801
+1,698
+6% +$27.7K ﹤0.01% 1380
2019
Q2
$471K Buy
28,103
+4,534
+19% +$76K ﹤0.01% 1434
2019
Q1
$427K Buy
23,569
+1,957
+9% +$35.5K ﹤0.01% 1451
2018
Q4
$312K Buy
21,612
+6,861
+47% +$99K ﹤0.01% 1544
2018
Q3
$206K Sell
14,751
-2,136
-13% -$29.8K ﹤0.01% 1855
2018
Q2
$227K Sell
16,887
-7,794
-32% -$105K ﹤0.01% 1804
2018
Q1
$281K Sell
24,681
-23,036
-48% -$262K ﹤0.01% 1697
2017
Q4
$517K Sell
47,717
-55,139
-54% -$597K ﹤0.01% 1418
2017
Q3
$1.14M Sell
102,856
-16,239
-14% -$179K ﹤0.01% 1015
2017
Q2
$1.32M Sell
119,095
-18,677
-14% -$208K ﹤0.01% 937
2017
Q1
$1.54M Sell
137,772
-16,748
-11% -$187K 0.01% 883
2016
Q4
$1.8M Sell
154,520
-960
-0.6% -$11.2K 0.01% 796
2016
Q3
$2M Sell
155,480
-12,040
-7% -$155K 0.01% 739
2016
Q2
$2.09M Sell
167,520
-7,585
-4% -$94.7K 0.01% 695
2016
Q1
$2.07M Sell
175,105
-10,061
-5% -$119K 0.01% 690
2015
Q4
$1.77M Sell
185,166
-6,569
-3% -$62.9K 0.01% 736
2015
Q3
$1.88M Buy
191,735
+22,533
+13% +$221K 0.01% 713
2015
Q2
$2.24M Buy
169,202
+15,072
+10% +$200K 0.01% 685
2015
Q1
$1.98M Sell
154,130
-7,820
-5% -$101K 0.01% 722
2014
Q4
$2.23M Buy
161,950
+46,207
+40% +$637K 0.01% 667
2014
Q3
$1.64M Buy
115,743
+10,826
+10% +$153K 0.01% 760
2014
Q2
$1.63M Buy
104,917
+25,735
+33% +$400K 0.01% 780
2014
Q1
$1.13M Buy
79,182
+18,270
+30% +$261K ﹤0.01% 907
2013
Q4
$884K Buy
60,912
+16,480
+37% +$239K ﹤0.01% 986
2013
Q3
$591K Buy
44,432
+7,860
+21% +$105K ﹤0.01% 1141
2013
Q2
$438K Buy
+36,572
New +$438K ﹤0.01% 1238