Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$497K Buy
58,506
+2,494
+4% +$21.2K ﹤0.01% 3796
2025
Q1
$345K Sell
56,012
-2,956
-5% -$18.2K ﹤0.01% 3907
2024
Q4
$375K Buy
58,968
+18,642
+46% +$119K ﹤0.01% 3907
2024
Q3
$279K Buy
40,326
+128
+0.3% +$886 ﹤0.01% 3980
2024
Q2
$215K Sell
40,198
-1,592
-4% -$8.52K ﹤0.01% 4121
2024
Q1
$252K Buy
41,790
+3,932
+10% +$23.7K ﹤0.01% 3960
2023
Q4
$223K Buy
37,858
+6,514
+21% +$38.4K ﹤0.01% 4020
2023
Q3
$198K Sell
31,344
-24,517
-44% -$155K ﹤0.01% 4050
2023
Q2
$632K Buy
55,861
+27,954
+100% +$316K ﹤0.01% 3572
2023
Q1
$268K Buy
27,907
+21,673
+348% +$208K ﹤0.01% 4004
2022
Q4
$40.7K Sell
6,234
-4,574
-42% -$29.9K ﹤0.01% 4654
2022
Q3
$47K Sell
10,808
-3,631
-25% -$15.8K ﹤0.01% 4690
2022
Q2
$69K Sell
14,439
-72,495
-83% -$346K ﹤0.01% 4599
2022
Q1
$600K Sell
86,934
-36,996
-30% -$255K ﹤0.01% 4021
2021
Q4
$1.23M Buy
123,930
+14,964
+14% +$149K ﹤0.01% 3701
2021
Q3
$1.31M Buy
108,966
+67,880
+165% +$817K ﹤0.01% 3809
2021
Q2
$588K Sell
41,086
-23,064
-36% -$330K ﹤0.01% 4277
2021
Q1
$929K Sell
64,150
-147,490
-70% -$2.14M ﹤0.01% 4032
2020
Q4
$3.33M Buy
211,640
+5,471
+3% +$86K ﹤0.01% 3066
2020
Q3
$3.13M Sell
206,169
-29,876
-13% -$454K ﹤0.01% 2912
2020
Q2
$3.92M Buy
236,045
+6,684
+3% +$111K ﹤0.01% 2673
2020
Q1
$2.34M Buy
229,361
+63,991
+39% +$652K ﹤0.01% 2808
2019
Q4
$2.39M Buy
165,370
+28,413
+21% +$410K ﹤0.01% 3179
2019
Q3
$2.18M Buy
136,957
+16,333
+14% +$260K ﹤0.01% 3221
2019
Q2
$2.42M Buy
120,624
+18,201
+18% +$366K ﹤0.01% 3154
2019
Q1
$2.24M Sell
102,423
-2,828
-3% -$61.8K ﹤0.01% 3245
2018
Q4
$1.56M Buy
105,251
+16,793
+19% +$249K ﹤0.01% 3431
2018
Q3
$2.1M Buy
88,458
+3,897
+5% +$92.4K ﹤0.01% 3332
2018
Q2
$1.64M Buy
84,561
+41,302
+95% +$799K ﹤0.01% 3576
2018
Q1
$548K Buy
43,259
+2,381
+6% +$30.2K ﹤0.01% 4227
2017
Q4
$492K Buy
40,878
+25,853
+172% +$311K ﹤0.01% 4306
2017
Q3
$200K Buy
15,025
+14,975
+29,950% +$199K ﹤0.01% 4748
2017
Q2
$1K Buy
+50
New +$1K ﹤0.01% 5742