Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$87.1K Sell
3,288
-55
-2% -$1.46K ﹤0.01% 2494
2025
Q1
$90.8K Sell
3,343
-1,200
-26% -$32.6K ﹤0.01% 2436
2024
Q4
$185K Sell
4,543
-2,398
-35% -$97.5K ﹤0.01% 2063
2024
Q3
$199K Sell
6,941
-5,544
-44% -$159K ﹤0.01% 2036
2024
Q2
$551K Sell
12,485
-383
-3% -$16.9K ﹤0.01% 1418
2024
Q1
$799K Sell
12,868
-4,164
-24% -$259K ﹤0.01% 1221
2023
Q4
$1.34M Buy
17,032
+228
+1% +$17.9K ﹤0.01% 988
2023
Q3
$1.08M Buy
16,804
+441
+3% +$28.4K ﹤0.01% 1016
2023
Q2
$1.35M Sell
16,363
-3,054
-16% -$252K ﹤0.01% 931
2023
Q1
$1.4M Sell
19,417
-2,529
-12% -$183K ﹤0.01% 937
2022
Q4
$1.49M Buy
21,946
+2,836
+15% +$192K ﹤0.01% 904
2022
Q3
$1.43M Sell
19,110
-287
-1% -$21.5K ﹤0.01% 904
2022
Q2
$1.77M Buy
19,397
+1,948
+11% +$177K ﹤0.01% 860
2022
Q1
$1.93M Buy
17,449
+3,378
+24% +$373K ﹤0.01% 905
2021
Q4
$1.93M Buy
14,071
+10,128
+257% +$1.39M ﹤0.01% 928
2021
Q3
$629K Sell
3,943
-5,738
-59% -$915K ﹤0.01% 1418
2021
Q2
$1.78M Buy
9,681
+551
+6% +$101K ﹤0.01% 931
2021
Q1
$1.43M Sell
9,130
-4,028
-31% -$630K ﹤0.01% 979
2020
Q4
$2.3M Buy
13,158
+1,594
+14% +$278K ﹤0.01% 755
2020
Q3
$1.5M Buy
11,564
+2,182
+23% +$283K ﹤0.01% 826
2020
Q2
$1.04M Sell
9,382
-1,495
-14% -$166K ﹤0.01% 951
2020
Q1
$832K Sell
10,877
-1,513
-12% -$116K ﹤0.01% 977
2019
Q4
$812K Buy
12,390
+944
+8% +$61.9K ﹤0.01% 1145
2019
Q3
$615K Buy
11,446
+1,323
+13% +$71.1K ﹤0.01% 1263
2019
Q2
$519K Buy
10,123
+7,509
+287% +$385K ﹤0.01% 1384
2019
Q1
$138K Buy
2,614
+965
+59% +$50.9K ﹤0.01% 2016
2018
Q4
$72K Buy
1,649
+980
+146% +$42.8K ﹤0.01% 2282
2018
Q3
$29K Buy
+669
New +$29K ﹤0.01% 2796
2017
Q4
Sell
-27
Closed -$1K 3623
2017
Q3
$1K Buy
+27
New +$1K ﹤0.01% 3483