Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$129K Sell
1,250
-936
-43% -$96.6K ﹤0.01% 2301
2025
Q1
$202K Buy
2,186
+328
+18% +$30.4K ﹤0.01% 1986
2024
Q4
$174K Buy
1,858
+235
+14% +$22K ﹤0.01% 2096
2024
Q3
$159K Buy
1,623
+368
+29% +$36K ﹤0.01% 2154
2024
Q2
$123K Sell
1,255
-219
-15% -$21.4K ﹤0.01% 2238
2024
Q1
$181K Buy
1,474
+32
+2% +$3.94K ﹤0.01% 2057
2023
Q4
$175K Sell
1,442
-134
-9% -$16.3K ﹤0.01% 2076
2023
Q3
$186K Buy
1,576
+3
+0.2% +$355 ﹤0.01% 1860
2023
Q2
$207K Buy
1,573
+296
+23% +$38.9K ﹤0.01% 1833
2023
Q1
$173K Sell
1,277
-221
-15% -$29.9K ﹤0.01% 1932
2022
Q4
$208K Sell
1,498
-674
-31% -$93.5K ﹤0.01% 1846
2022
Q3
$208K Buy
2,172
+314
+17% +$30.1K ﹤0.01% 1825
2022
Q2
$184K Buy
1,858
+226
+14% +$22.4K ﹤0.01% 1919
2022
Q1
$237K Sell
1,632
-188
-10% -$27.3K ﹤0.01% 1872
2021
Q4
$212K Buy
1,820
+83
+5% +$9.67K ﹤0.01% 1949
2021
Q3
$212K Buy
1,737
+159
+10% +$19.4K ﹤0.01% 1936
2021
Q2
$206K Buy
1,578
+227
+17% +$29.6K ﹤0.01% 1956
2021
Q1
$194K Sell
1,351
-199
-13% -$28.6K ﹤0.01% 1926
2020
Q4
$160K Buy
1,550
+404
+35% +$41.7K ﹤0.01% 1964
2020
Q3
$85K Buy
1,146
+84
+8% +$6.23K ﹤0.01% 2146
2020
Q2
$59K Sell
1,062
-261
-20% -$14.5K ﹤0.01% 2316
2020
Q1
$63K Sell
1,323
-310
-19% -$14.8K ﹤0.01% 2195
2019
Q4
$126K Buy
1,633
+39
+2% +$3.01K ﹤0.01% 2046
2019
Q3
$121K Sell
1,594
-80
-5% -$6.07K ﹤0.01% 2055
2019
Q2
$130K Sell
1,674
-514
-23% -$39.9K ﹤0.01% 2067
2019
Q1
$152K Sell
2,188
-354
-14% -$24.6K ﹤0.01% 1957
2018
Q4
$142K Buy
2,542
+479
+23% +$26.8K ﹤0.01% 1935
2018
Q3
$125K Sell
2,063
-400
-16% -$24.2K ﹤0.01% 2107
2018
Q2
$149K Sell
2,463
-4
-0.2% -$242 ﹤0.01% 2028
2018
Q1
$160K Hold
2,467
﹤0.01% 2006
2017
Q4
$176K Buy
2,467
+35
+1% +$2.5K ﹤0.01% 1948
2017
Q3
$180K Sell
2,432
-80
-3% -$5.92K ﹤0.01% 1913
2017
Q2
$170K Sell
2,512
-20
-0.8% -$1.35K ﹤0.01% 1922
2017
Q1
$152K Sell
2,532
-4,623
-65% -$278K ﹤0.01% 1961
2016
Q4
$414K Buy
7,155
+21
+0.3% +$1.22K ﹤0.01% 1452
2016
Q3
$352K Sell
7,134
-313
-4% -$15.4K ﹤0.01% 1490
2016
Q2
$351K Sell
7,447
-952
-11% -$44.9K ﹤0.01% 1452
2016
Q1
$418K Buy
8,399
+5,372
+177% +$267K ﹤0.01% 1365
2015
Q4
$137K Sell
3,027
-5,877
-66% -$266K ﹤0.01% 1883
2015
Q3
$415K Sell
8,904
-42
-0.5% -$1.96K ﹤0.01% 1379
2015
Q2
$508K Sell
8,946
-683
-7% -$38.8K ﹤0.01% 1347
2015
Q1
$459K Sell
9,629
-1,182
-11% -$56.3K ﹤0.01% 1394
2014
Q4
$488K Buy
10,811
+621
+6% +$28K ﹤0.01% 1352
2014
Q3
$463K Buy
10,190
+1,413
+16% +$64.2K ﹤0.01% 1358
2014
Q2
$494K Sell
8,777
-1,651
-16% -$92.9K ﹤0.01% 1365
2014
Q1
$575K Sell
10,428
-4,591
-31% -$253K ﹤0.01% 1259
2013
Q4
$890K Sell
15,019
-2,381
-14% -$141K ﹤0.01% 982
2013
Q3
$1.05M Buy
17,400
+6,915
+66% +$418K ﹤0.01% 879
2013
Q2
$526K Buy
+10,485
New +$526K ﹤0.01% 1148