Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
2,605
-2,876
-52% -$244K ﹤0.01% 1960
2025
Q1
$397K Buy
5,481
+3,551
+184% +$257K ﹤0.01% 1613
2024
Q4
$135K Sell
1,930
-636
-25% -$44.5K ﹤0.01% 2240
2024
Q3
$265K Sell
2,566
-89
-3% -$9.19K ﹤0.01% 1885
2024
Q2
$308K Sell
2,655
-36
-1% -$4.18K ﹤0.01% 1774
2024
Q1
$309K Sell
2,691
-132
-5% -$15.2K ﹤0.01% 1788
2023
Q4
$318K Sell
2,823
-1,728
-38% -$195K ﹤0.01% 1766
2023
Q3
$434K Sell
4,551
-196
-4% -$18.7K ﹤0.01% 1437
2023
Q2
$484K Buy
4,747
+350
+8% +$35.7K ﹤0.01% 1397
2023
Q1
$447K Buy
4,397
+162
+4% +$16.5K ﹤0.01% 1461
2022
Q4
$384K Sell
4,235
-1,750
-29% -$159K ﹤0.01% 1534
2022
Q3
$476K Buy
5,985
+868
+17% +$69K ﹤0.01% 1408
2022
Q2
$483K Sell
5,117
-588
-10% -$55.5K ﹤0.01% 1465
2022
Q1
$708K Sell
5,705
-466
-8% -$57.8K ﹤0.01% 1345
2021
Q4
$966K Sell
6,171
-1,024
-14% -$160K ﹤0.01% 1215
2021
Q3
$1.2M Sell
7,195
-218
-3% -$36.4K ﹤0.01% 1092
2021
Q2
$1.45M Buy
7,413
+315
+4% +$61.6K ﹤0.01% 1017
2021
Q1
$1.3M Buy
7,098
+247
+4% +$45.1K ﹤0.01% 1021
2020
Q4
$1.14M Buy
6,851
+586
+9% +$97.3K ﹤0.01% 1046
2020
Q3
$808K Buy
6,265
+709
+13% +$91.4K ﹤0.01% 1084
2020
Q2
$614K Buy
5,556
+805
+17% +$89K ﹤0.01% 1174
2020
Q1
$385K Buy
4,751
+2,974
+167% +$241K ﹤0.01% 1339
2019
Q4
$207K Buy
1,777
+480
+37% +$55.9K ﹤0.01% 1797
2019
Q3
$96K Sell
1,297
-1,409
-52% -$104K ﹤0.01% 2173
2019
Q2
$181K Buy
2,706
+474
+21% +$31.7K ﹤0.01% 1881
2019
Q1
$161K Sell
2,232
-12,773
-85% -$921K ﹤0.01% 1926
2018
Q4
$911K Buy
15,005
+371
+3% +$22.5K ﹤0.01% 1055
2018
Q3
$1.13M Buy
14,634
+7,590
+108% +$584K ﹤0.01% 1044
2018
Q2
$565K Sell
7,044
-1,730
-20% -$139K ﹤0.01% 1381
2018
Q1
$618K Buy
8,774
+1,722
+24% +$121K ﹤0.01% 1348
2017
Q4
$469K Buy
7,052
+1,641
+30% +$109K ﹤0.01% 1472
2017
Q3
$382K Buy
5,411
+2,365
+78% +$167K ﹤0.01% 1545
2017
Q2
$193K Buy
3,046
+1,776
+140% +$113K ﹤0.01% 1859
2017
Q1
$87K Sell
1,270
-597
-32% -$40.9K ﹤0.01% 2216
2016
Q4
$98K Sell
1,867
-183
-9% -$9.61K ﹤0.01% 2128
2016
Q3
$115K Sell
2,050
-82
-4% -$4.6K ﹤0.01% 2016
2016
Q2
$117K Sell
2,132
-2,766
-56% -$152K ﹤0.01% 1962
2016
Q1
$247K Sell
4,898
-11,170
-70% -$563K ﹤0.01% 1605
2015
Q4
$818K Buy
16,068
+1,968
+14% +$100K ﹤0.01% 1073
2015
Q3
$635K Buy
14,100
+3,126
+28% +$141K ﹤0.01% 1185
2015
Q2
$880K Sell
10,974
-4,476
-29% -$359K ﹤0.01% 1091
2015
Q1
$1.23M Buy
+15,450
New +$1.23M ﹤0.01% 928