Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$115K Buy
24,060
+3,352
+16% +$16K ﹤0.01% 4711
2025
Q1
$142K Buy
20,708
+618
+3% +$4.24K ﹤0.01% 4462
2024
Q4
$269K Buy
20,090
+3,070
+18% +$41.1K ﹤0.01% 4123
2024
Q3
$208K Buy
17,020
+2,275
+15% +$27.8K ﹤0.01% 4164
2024
Q2
$144K Buy
14,745
+1,788
+14% +$17.5K ﹤0.01% 4371
2024
Q1
$80.9K Buy
12,957
+1,916
+17% +$12K ﹤0.01% 4647
2023
Q4
$85.3K Buy
11,041
+2,319
+27% +$17.9K ﹤0.01% 4593
2023
Q3
$66.7K Sell
8,722
-6,647
-43% -$50.9K ﹤0.01% 4683
2023
Q2
$166K Buy
15,369
+7,893
+106% +$85.4K ﹤0.01% 4452
2023
Q1
$70.5K Buy
7,476
+5,456
+270% +$51.5K ﹤0.01% 4700
2022
Q4
$22K Sell
2,020
-5,304
-72% -$57.9K ﹤0.01% 4899
2022
Q3
$148K Sell
7,324
-25,481
-78% -$515K ﹤0.01% 4117
2022
Q2
$732K Sell
32,805
-10,768
-25% -$240K ﹤0.01% 3298
2022
Q1
$752K Sell
43,573
-6,872
-14% -$119K ﹤0.01% 3872
2021
Q4
$948K Buy
50,445
+7,807
+18% +$147K ﹤0.01% 3898
2021
Q3
$776K Sell
42,638
-17,679
-29% -$322K ﹤0.01% 4162
2021
Q2
$1.28M Buy
60,317
+43,656
+262% +$929K ﹤0.01% 3827
2021
Q1
$327K Sell
16,661
-17,371
-51% -$341K ﹤0.01% 4617
2020
Q4
$353K Sell
34,032
-15,554
-31% -$161K ﹤0.01% 4672
2020
Q3
$287K Sell
49,586
-23,393
-32% -$135K ﹤0.01% 4606
2020
Q2
$423K Buy
72,979
+36,058
+98% +$209K ﹤0.01% 4322
2020
Q1
$147K Sell
36,921
-1,871
-5% -$7.45K ﹤0.01% 4684
2019
Q4
$666K Sell
38,792
-43,075
-53% -$740K ﹤0.01% 4058
2019
Q3
$1.68M Buy
81,867
+39,466
+93% +$812K ﹤0.01% 3427
2019
Q2
$1.03M Buy
42,401
+14,895
+54% +$361K ﹤0.01% 3785
2019
Q1
$597K Buy
27,506
+4,277
+18% +$92.8K ﹤0.01% 4172
2018
Q4
$305K Buy
23,229
+11,876
+105% +$156K ﹤0.01% 4498
2018
Q3
$269K Buy
11,353
+168
+2% +$3.98K ﹤0.01% 4685
2018
Q2
$140K Buy
11,185
+132
+1% +$1.65K ﹤0.01% 5001
2018
Q1
$91K Buy
11,053
+9,501
+612% +$78.2K ﹤0.01% 5101
2017
Q4
$10K Buy
+1,552
New +$10K ﹤0.01% 5540