Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Sell
7,676
-822
-10% -$139K ﹤0.01% 1023
2025
Q1
$1.2M Buy
8,498
+172
+2% +$24.3K ﹤0.01% 1041
2024
Q4
$1.32M Sell
8,326
-1,085
-12% -$172K ﹤0.01% 1015
2024
Q3
$1.19M Sell
9,411
-3,250
-26% -$413K ﹤0.01% 1054
2024
Q2
$1.37M Sell
12,661
-3,563
-22% -$386K ﹤0.01% 981
2024
Q1
$1.48M Sell
16,224
-1,148
-7% -$105K ﹤0.01% 952
2023
Q4
$1.09M Buy
17,372
+4,182
+32% +$262K ﹤0.01% 1069
2023
Q3
$584K Sell
13,190
-465
-3% -$20.6K ﹤0.01% 1296
2023
Q2
$664K Buy
13,655
+860
+7% +$41.8K ﹤0.01% 1237
2023
Q1
$710K Sell
12,795
-481
-4% -$26.7K ﹤0.01% 1224
2022
Q4
$533K Sell
13,276
-3,134
-19% -$126K ﹤0.01% 1367
2022
Q3
$720K Sell
16,410
-795
-5% -$34.9K ﹤0.01% 1214
2022
Q2
$610K Buy
17,205
+1,025
+6% +$36.3K ﹤0.01% 1339
2022
Q1
$658K Buy
16,180
+2,698
+20% +$110K ﹤0.01% 1396
2021
Q4
$1.26M Buy
13,482
+1,359
+11% +$127K ﹤0.01% 1106
2021
Q3
$1.35M Buy
12,123
+453
+4% +$50.5K ﹤0.01% 1043
2021
Q2
$1.33M Sell
11,670
-16,627
-59% -$1.89M ﹤0.01% 1057
2021
Q1
$2.87M Buy
28,297
+6,839
+32% +$694K 0.01% 717
2020
Q4
$2.14M Buy
21,458
+7,734
+56% +$770K ﹤0.01% 781
2020
Q3
$991K Buy
13,724
+11,033
+410% +$797K ﹤0.01% 1003
2020
Q2
$134K Buy
2,691
+700
+35% +$34.9K ﹤0.01% 1939
2020
Q1
$60K Buy
1,991
+480
+32% +$14.5K ﹤0.01% 2228
2019
Q4
$51K Buy
1,511
+672
+80% +$22.7K ﹤0.01% 2458
2019
Q3
$28K Sell
839
-2,260
-73% -$75.4K ﹤0.01% 2708
2019
Q2
$86K Buy
3,099
+2,640
+575% +$73.3K ﹤0.01% 2288
2019
Q1
$9K Buy
459
+355
+341% +$6.96K ﹤0.01% 3091
2018
Q4
$1K Hold
104
﹤0.01% 3511
2018
Q3
$2K Hold
104
﹤0.01% 3496
2018
Q2
$2K Hold
104
﹤0.01% 3492
2018
Q1
$1K Hold
104
﹤0.01% 3554
2017
Q4
$1K Hold
104
﹤0.01% 3542
2017
Q3
$1K Hold
104
﹤0.01% 3505
2017
Q2
$1K Buy
+104
New +$1K ﹤0.01% 3476