Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$937K Buy
12,366
+64
+0.5% +$4.85K 0.1% 97
2025
Q1
$923K Sell
12,302
-7,425
-38% -$557K 0.1% 101
2024
Q4
$1.51M Sell
19,727
-350
-2% -$26.8K 0.14% 91
2024
Q3
$1.57M Buy
20,077
+84
+0.4% +$6.56K 0.14% 89
2024
Q2
$1.43M Buy
19,993
+155
+0.8% +$11.1K 0.14% 90
2024
Q1
$1.61M Sell
19,838
-314
-2% -$25.5K 0.16% 86
2023
Q4
$1.47M Sell
20,152
-97
-0.5% -$7.09K 0.15% 88
2023
Q3
$1.34M Sell
20,249
-187
-0.9% -$12.4K 0.16% 86
2023
Q2
$1.52M Sell
20,436
-10,228
-33% -$759K 0.18% 87
2023
Q1
$2.37M Sell
30,664
-537
-2% -$41.5K 0.31% 74
2022
Q4
$2.39M Sell
31,201
-34
-0.1% -$2.6K 0.32% 69
2022
Q3
$2.21M Sell
31,235
-58
-0.2% -$4.1K 0.32% 66
2022
Q2
$2.65M Buy
31,293
+252
+0.8% +$21.3K 0.36% 63
2022
Q1
$2.54M Sell
31,041
-55
-0.2% -$4.49K 0.3% 70
2021
Q4
$2.44M Buy
31,096
+3,465
+13% +$272K 0.29% 67
2021
Q3
$2.17M Sell
27,631
-270
-1% -$21.2K 0.28% 61
2021
Q2
$2.17M Sell
27,901
-344
-1% -$26.7K 0.28% 65
2021
Q1
$2.22M Buy
28,245
+663
+2% +$52.2K 0.3% 62
2020
Q4
$2.05M Buy
27,582
+41
+0.1% +$3.04K 0.4% 59
2020
Q3
$1.71M Buy
27,541
+243
+0.9% +$15.1K 0.36% 61
2020
Q2
$1.49M Buy
27,298
+292
+1% +$16K 0.33% 64
2020
Q1
$1.23M Buy
27,006
+1,540
+6% +$70.3K 0.29% 67
2019
Q4
$2.18M Buy
25,466
+14,695
+136% +$1.26M 0.42% 55
2019
Q3
$855K Buy
10,771
+6,714
+165% +$533K 0.18% 99
2019
Q2
$287K Buy
4,057
+2,870
+242% +$203K 0.06% 151
2019
Q1
$79K Buy
1,187
+635
+115% +$42.3K 0.02% 202
2018
Q4
$35K Buy
552
+10
+2% +$634 0.01% 228
2018
Q3
$40K Buy
542
+42
+8% +$3.1K 0.01% 234
2018
Q2
$34K Hold
500
0.01% 231
2018
Q1
$30K Hold
500
0.01% 244
2017
Q4
$30K Hold
500
0.01% 236
2017
Q3
$27K Hold
500
0.01% 244
2017
Q2
$25K Hold
500
0.01% 252
2017
Q1
$26K Hold
500
0.01% 249
2016
Q4
$28K Hold
500
0.01% 241
2016
Q3
$25K Hold
500
0.01% 247
2016
Q2
$25K Hold
500
0.01% 247
2016
Q1
$23K Hold
500
0.01% 258
2015
Q4
$21K Hold
500
0.01% 259
2015
Q3
$19K Hold
500
0.01% 247
2015
Q2
$18K Hold
500
﹤0.01% 253
2015
Q1
$19K Hold
500
0.01% 256
2014
Q4
$20K Sell
500
-60
-11% -$2.4K 0.01% 252
2014
Q3
$21K Buy
+560
New +$21K 0.01% 266