Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Sell
5,977
-6,336
-51% -$261K ﹤0.01% 1906
2025
Q1
$514K Buy
12,313
+480
+4% +$20K ﹤0.01% 1465
2024
Q4
$694K Sell
11,833
-867
-7% -$50.8K ﹤0.01% 1307
2024
Q3
$877K Buy
12,700
+260
+2% +$18K ﹤0.01% 1201
2024
Q2
$794K Sell
12,440
-11,003
-47% -$702K ﹤0.01% 1217
2024
Q1
$2.2M Buy
23,443
+2,588
+12% +$243K ﹤0.01% 810
2023
Q4
$1.53M Sell
20,855
-639
-3% -$47K ﹤0.01% 928
2023
Q3
$1.34M Sell
21,494
-1,159
-5% -$72.2K ﹤0.01% 937
2023
Q2
$1.67M Buy
22,653
+19,740
+678% +$1.46M ﹤0.01% 853
2023
Q1
$230K Buy
2,913
+189
+7% +$14.9K ﹤0.01% 1797
2022
Q4
$186K Buy
2,724
+263
+11% +$18K ﹤0.01% 1900
2022
Q3
$131K Sell
2,461
-1,057
-30% -$56.3K ﹤0.01% 2057
2022
Q2
$221K Buy
3,518
+5
+0.1% +$314 ﹤0.01% 1837
2022
Q1
$226K Sell
3,513
-157
-4% -$10.1K ﹤0.01% 1891
2021
Q4
$308K Sell
3,670
-665
-15% -$55.8K ﹤0.01% 1774
2021
Q3
$338K Sell
4,335
-299
-6% -$23.3K ﹤0.01% 1710
2021
Q2
$353K Buy
4,634
+416
+10% +$31.7K ﹤0.01% 1723
2021
Q1
$271K Sell
4,218
-694
-14% -$44.6K ﹤0.01% 1788
2020
Q4
$265K Buy
4,912
+44
+0.9% +$2.37K ﹤0.01% 1752
2020
Q3
$194K Buy
4,868
+1,312
+37% +$52.3K ﹤0.01% 1777
2020
Q2
$145K Sell
3,556
-403
-10% -$16.4K ﹤0.01% 1907
2020
Q1
$142K Sell
3,959
-1,251
-24% -$44.9K ﹤0.01% 1808
2019
Q4
$265K Buy
5,210
+1,104
+27% +$56.2K ﹤0.01% 1681
2019
Q3
$180K Sell
4,106
-1,013
-20% -$44.4K ﹤0.01% 1853
2019
Q2
$256K Buy
5,119
+896
+21% +$44.8K ﹤0.01% 1716
2019
Q1
$163K Sell
4,223
-639
-13% -$24.7K ﹤0.01% 1923
2018
Q4
$144K Sell
4,862
-557
-10% -$16.5K ﹤0.01% 1928
2018
Q3
$182K Buy
5,419
+184
+4% +$6.18K ﹤0.01% 1911
2018
Q2
$153K Buy
5,235
+256
+5% +$7.48K ﹤0.01% 2014
2018
Q1
$149K Buy
4,979
+268
+6% +$8.02K ﹤0.01% 2040
2017
Q4
$162K Sell
4,711
-718
-13% -$24.7K ﹤0.01% 1997
2017
Q3
$162K Sell
5,429
-1,500
-22% -$44.8K ﹤0.01% 1969
2017
Q2
$199K Sell
6,929
-135
-2% -$3.88K ﹤0.01% 1838
2017
Q1
$165K Sell
7,064
-890
-11% -$20.8K ﹤0.01% 1909
2016
Q4
$168K Sell
7,954
-1,150
-13% -$24.3K ﹤0.01% 1869
2016
Q3
$206K Sell
9,104
-500
-5% -$11.3K ﹤0.01% 1733
2016
Q2
$218K Sell
9,604
-209
-2% -$4.74K ﹤0.01% 1687
2016
Q1
$275K Hold
9,813
﹤0.01% 1554
2015
Q4
$238K Hold
9,813
﹤0.01% 1629
2015
Q3
$161K Hold
9,813
﹤0.01% 1814
2015
Q2
$200K Hold
9,813
﹤0.01% 1779
2015
Q1
$181K Sell
9,813
-1,000
-9% -$18.4K ﹤0.01% 1830
2014
Q4
$212K Buy
10,813
+9,809
+977% +$192K ﹤0.01% 1739
2014
Q3
$19K Hold
1,004
﹤0.01% 2868
2014
Q2
$24K Hold
1,004
﹤0.01% 2788
2014
Q1
$23K Sell
1,004
-5,099
-84% -$117K ﹤0.01% 2778
2013
Q4
$121K Sell
6,103
-111
-2% -$2.2K ﹤0.01% 1994
2013
Q3
$128K Buy
6,214
+5,210
+519% +$107K ﹤0.01% 1923
2013
Q2
$16K Buy
+1,004
New +$16K ﹤0.01% 2729