Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Buy
28,993
+1,547
+6% +$13.4K ﹤0.01% 1232
2025
Q1
$242K Buy
27,446
+1,099
+4% +$9.69K ﹤0.01% 1219
2024
Q4
$239K Buy
26,347
+1,901
+8% +$17.2K ﹤0.01% 1212
2024
Q3
$211K Buy
24,446
+2,683
+12% +$23.2K ﹤0.01% 1187
2024
Q2
$180K Buy
21,763
+1,081
+5% +$8.94K ﹤0.01% 1196
2024
Q1
$169K Buy
20,682
+186
+0.9% +$1.52K ﹤0.01% 1197
2023
Q4
$160K Buy
20,496
+3,127
+18% +$24.4K ﹤0.01% 1185
2023
Q3
$118K Buy
17,369
+720
+4% +$4.89K ﹤0.01% 1213
2023
Q2
$142K Buy
16,649
+270
+2% +$2.3K ﹤0.01% 1205
2023
Q1
$126K Buy
16,379
+849
+5% +$6.53K ﹤0.01% 1220
2022
Q4
$111K Buy
15,530
+6,897
+80% +$49.3K ﹤0.01% 1230
2022
Q3
$63K Sell
8,633
-7,290
-46% -$53.2K ﹤0.01% 1241
2022
Q2
$102K Buy
15,923
+48
+0.3% +$307 ﹤0.01% 1215
2022
Q1
$116K Buy
15,875
+1,772
+13% +$12.9K ﹤0.01% 1208
2021
Q4
$109K Buy
14,103
+4,820
+52% +$37.3K ﹤0.01% 1226
2021
Q3
$64K Sell
9,283
-31,206
-77% -$215K ﹤0.01% 1218
2021
Q2
$272K Buy
40,489
+19,535
+93% +$131K ﹤0.01% 968
2021
Q1
$129K Buy
20,954
+332
+2% +$2.04K ﹤0.01% 984
2020
Q4
$109K Sell
20,622
-145,977
-88% -$772K ﹤0.01% 902
2020
Q3
$748K Sell
166,599
-86,208
-34% -$387K ﹤0.01% 691
2020
Q2
$1.27M Sell
252,807
-41,227
-14% -$207K ﹤0.01% 568
2020
Q1
$1.38M Buy
294,034
+6,824
+2% +$32K 0.01% 513
2019
Q4
$1.98M Buy
287,210
+19,600
+7% +$135K 0.01% 515
2019
Q3
$1.86M Buy
267,610
+15,607
+6% +$108K 0.01% 487
2019
Q2
$1.68M Sell
252,003
-3,821
-1% -$25.5K 0.01% 489
2019
Q1
$1.71M Sell
255,824
-26,424
-9% -$177K 0.01% 488
2018
Q4
$1.65M Buy
282,248
+22,700
+9% +$133K 0.01% 468
2018
Q3
$1.53M Buy
259,548
+12,236
+5% +$71.9K 0.01% 506
2018
Q2
$1.39M Buy
+247,312
New +$1.39M 0.01% 517