Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$577K Sell
18,408
-623
-3% -$19.5K ﹤0.01% 1416
2025
Q1
$727K Buy
19,031
+462
+2% +$17.7K ﹤0.01% 1254
2024
Q4
$815K Buy
18,569
+607
+3% +$26.6K ﹤0.01% 1225
2024
Q3
$773K Buy
17,962
+4,050
+29% +$174K ﹤0.01% 1260
2024
Q2
$629K Buy
13,912
+869
+7% +$39.3K ﹤0.01% 1350
2024
Q1
$815K Buy
13,043
+447
+4% +$27.9K ﹤0.01% 1214
2023
Q4
$706K Buy
12,596
+627
+5% +$35.1K ﹤0.01% 1304
2023
Q3
$631K Buy
11,969
+2,258
+23% +$119K ﹤0.01% 1254
2023
Q2
$623K Sell
9,711
-402
-4% -$25.8K ﹤0.01% 1263
2023
Q1
$541K Buy
10,113
+2,921
+41% +$156K ﹤0.01% 1367
2022
Q4
$385K Buy
7,192
+5,474
+319% +$293K ﹤0.01% 1531
2022
Q3
$79K Buy
1,718
+245
+17% +$11.3K ﹤0.01% 2282
2022
Q2
$81K Sell
1,473
-63
-4% -$3.46K ﹤0.01% 2336
2022
Q1
$105K Buy
1,536
+93
+6% +$6.36K ﹤0.01% 2261
2021
Q4
$114K Sell
1,443
-145
-9% -$11.5K ﹤0.01% 2233
2021
Q3
$125K Buy
1,588
+134
+9% +$10.5K ﹤0.01% 2181
2021
Q2
$114K Buy
1,454
+52
+4% +$4.08K ﹤0.01% 2233
2021
Q1
$105K Sell
1,402
-9
-0.6% -$674 ﹤0.01% 2238
2020
Q4
$93K Buy
1,411
+962
+214% +$63.4K ﹤0.01% 2236
2020
Q3
$24K Hold
449
﹤0.01% 2692
2020
Q2
$22K Sell
449
-894
-67% -$43.8K ﹤0.01% 2717
2020
Q1
$46K Buy
1,343
+208
+18% +$7.12K ﹤0.01% 2340
2019
Q4
$71K Buy
1,135
+81
+8% +$5.07K ﹤0.01% 2318
2019
Q3
$53K Sell
1,054
-16,025
-94% -$806K ﹤0.01% 2440
2019
Q2
$824K Buy
17,079
+32
+0.2% +$1.54K ﹤0.01% 1157
2019
Q1
$871K Sell
17,047
-2,638
-13% -$135K ﹤0.01% 1135
2018
Q4
$708K Buy
19,685
+2,770
+16% +$99.6K ﹤0.01% 1169
2018
Q3
$1.05M Sell
16,915
-71
-0.4% -$4.41K ﹤0.01% 1078
2018
Q2
$896K Buy
16,986
+3
+0% +$158 ﹤0.01% 1167
2018
Q1
$933K Buy
16,983
+3,565
+27% +$196K ﹤0.01% 1116
2017
Q4
$914K Sell
13,418
-610
-4% -$41.6K ﹤0.01% 1136
2017
Q3
$1.01M Sell
14,028
-1,766
-11% -$127K ﹤0.01% 1077
2017
Q2
$1.07M Buy
15,794
+147
+0.9% +$9.96K ﹤0.01% 1025
2017
Q1
$1.06M Sell
15,647
-258
-2% -$17.4K ﹤0.01% 1053
2016
Q4
$984K Sell
15,905
-13,036
-45% -$807K ﹤0.01% 1074
2016
Q3
$1.57M Sell
28,941
-205
-0.7% -$11.1K 0.01% 824
2016
Q2
$1.33M Buy
29,146
+1,907
+7% +$86.9K 0.01% 869
2016
Q1
$1.34M Buy
27,239
+1,581
+6% +$77.8K 0.01% 841
2015
Q4
$1.03M Buy
25,658
+25,261
+6,363% +$1.02M ﹤0.01% 941
2015
Q3
$20K Buy
397
+235
+145% +$11.8K ﹤0.01% 2853
2015
Q2
$13K Sell
162
-92
-36% -$7.38K ﹤0.01% 3062
2015
Q1
$21K Sell
254
-694
-73% -$57.4K ﹤0.01% 2923
2014
Q4
$84K Sell
948
-1,008
-52% -$89.3K ﹤0.01% 2251
2014
Q3
$191K Sell
1,956
-708
-27% -$69.1K ﹤0.01% 1788
2014
Q2
$342K Buy
2,664
+174
+7% +$22.3K ﹤0.01% 1544
2014
Q1
$306K Buy
2,490
+721
+41% +$88.6K ﹤0.01% 1558
2013
Q4
$194K Buy
+1,769
New +$194K ﹤0.01% 1745