Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Sell
2,277
-359
-14% -$52.7K ﹤0.01% 1726
2025
Q1
$414K Sell
2,636
-231
-8% -$36.3K ﹤0.01% 1595
2024
Q4
$503K Buy
2,867
+27
+1% +$4.73K ﹤0.01% 1497
2024
Q3
$596K Sell
2,840
-65
-2% -$13.6K ﹤0.01% 1413
2024
Q2
$515K Sell
2,905
-2,829
-49% -$501K ﹤0.01% 1462
2024
Q1
$1.36M Sell
5,734
-1,714
-23% -$407K ﹤0.01% 981
2023
Q4
$1.45M Buy
7,448
+31
+0.4% +$6.03K ﹤0.01% 954
2023
Q3
$1.4M Buy
7,417
+23
+0.3% +$4.33K ﹤0.01% 919
2023
Q2
$1.35M Sell
7,394
-670
-8% -$122K ﹤0.01% 933
2023
Q1
$1.48M Sell
8,064
-268
-3% -$49.3K ﹤0.01% 918
2022
Q4
$1.36M Sell
8,332
-232
-3% -$38K ﹤0.01% 936
2022
Q3
$1.09M Sell
8,564
-1,222
-12% -$155K ﹤0.01% 1020
2022
Q2
$1.52M Sell
9,786
-759
-7% -$118K ﹤0.01% 920
2022
Q1
$1.88M Buy
10,545
+1,177
+13% +$210K ﹤0.01% 911
2021
Q4
$1.32M Sell
9,368
-154
-2% -$21.6K ﹤0.01% 1092
2021
Q3
$1.68M Buy
9,522
+1,551
+19% +$273K ﹤0.01% 940
2021
Q2
$1.55M Buy
7,971
+212
+3% +$41.1K ﹤0.01% 992
2021
Q1
$1.62M Buy
7,759
+602
+8% +$126K ﹤0.01% 934
2020
Q4
$1.46M Buy
7,157
+951
+15% +$194K ﹤0.01% 939
2020
Q3
$863K Buy
6,206
+31
+0.5% +$4.31K ﹤0.01% 1064
2020
Q2
$1.02M Sell
6,175
-2,182
-26% -$360K ﹤0.01% 954
2020
Q1
$874K Sell
8,357
-2,444
-23% -$256K ﹤0.01% 952
2019
Q4
$2.26M Buy
10,801
+7,442
+222% +$1.56M 0.01% 732
2019
Q3
$679K Buy
3,359
+763
+29% +$154K ﹤0.01% 1221
2019
Q2
$540K Buy
2,596
+282
+12% +$58.7K ﹤0.01% 1366
2019
Q1
$444K Buy
2,314
+928
+67% +$178K ﹤0.01% 1433
2018
Q4
$194K Buy
1,386
+350
+34% +$49K ﹤0.01% 1778
2018
Q3
$208K Buy
1,036
+250
+32% +$50.2K ﹤0.01% 1852
2018
Q2
$150K Buy
786
+9
+1% +$1.72K ﹤0.01% 2026
2018
Q1
$121K Hold
777
﹤0.01% 2138
2017
Q4
$110K Buy
777
+11
+1% +$1.56K ﹤0.01% 2207
2017
Q3
$86K Sell
766
-152
-17% -$17.1K ﹤0.01% 2319
2017
Q2
$96K Buy
918
+427
+87% +$44.7K ﹤0.01% 2212
2017
Q1
$51K Sell
491
-390
-44% -$40.5K ﹤0.01% 2495
2016
Q4
$99K Sell
881
-78
-8% -$8.77K ﹤0.01% 2120
2016
Q3
$104K Buy
959
+280
+41% +$30.4K ﹤0.01% 2060
2016
Q2
$61K Sell
679
-12
-2% -$1.08K ﹤0.01% 2307
2016
Q1
$58K Sell
691
-4
-0.6% -$336 ﹤0.01% 2310
2015
Q4
$61K Buy
695
+215
+45% +$18.9K ﹤0.01% 2347
2015
Q3
$42K Sell
480
-67
-12% -$5.86K ﹤0.01% 2545
2015
Q2
$62K Sell
547
-110
-17% -$12.5K ﹤0.01% 2418
2015
Q1
$71K Sell
657
-141
-18% -$15.2K ﹤0.01% 2373
2014
Q4
$78K Sell
798
-235
-23% -$23K ﹤0.01% 2293
2014
Q3
$114K Sell
1,033
-43
-4% -$4.75K ﹤0.01% 2041
2014
Q2
$113K Buy
1,076
+483
+81% +$50.7K ﹤0.01% 2066
2014
Q1
$57K Sell
593
-312
-34% -$30K ﹤0.01% 2424
2013
Q4
$89K Buy
905
+644
+247% +$63.3K ﹤0.01% 2170
2013
Q3
$23K Sell
261
-35
-12% -$3.08K ﹤0.01% 2628
2013
Q2
$22K Buy
+296
New +$22K ﹤0.01% 2622