Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$631K Buy
26,041
+707
+3% +$17.1K 0.1% 105
2025
Q1
$642K Sell
25,334
-3,391
-12% -$85.9K 0.11% 98
2024
Q4
$762K Buy
28,725
+614
+2% +$16.3K 0.13% 87
2024
Q3
$814K Buy
28,111
+863
+3% +$25K 0.14% 85
2024
Q2
$762K Buy
27,248
+1,545
+6% +$43.2K 0.14% 86
2024
Q1
$713K Buy
25,703
+985
+4% +$27.3K 0.13% 92
2023
Q4
$712K Sell
24,718
-1,078
-4% -$31K 0.14% 89
2023
Q3
$856K Sell
25,796
-2,452
-9% -$81.3K 0.2% 62
2023
Q2
$1.04M Sell
28,248
-300
-1% -$11K 0.22% 54
2023
Q1
$1.16M Sell
28,548
-200
-0.7% -$8.16K 0.26% 44
2022
Q4
$1.47M Buy
28,748
+1,295
+5% +$66.4K 0.31% 51
2022
Q3
$1.2M Sell
27,453
-1,670
-6% -$73.1K 0.32% 42
2022
Q2
$1.48M Sell
29,123
-2,854
-9% -$145K 0.37% 42
2022
Q1
$1.66M Sell
31,977
-656
-2% -$34K 0.35% 41
2021
Q4
$1.93M Sell
32,633
-1,526
-4% -$90.1K 0.4% 38
2021
Q3
$1.47M Buy
34,159
+2,958
+9% +$127K 0.34% 40
2021
Q2
$1.22M Sell
31,201
-2,227
-7% -$87.2K 0.28% 44
2021
Q1
$1.21M Sell
33,428
-3,707
-10% -$134K 0.3% 44
2020
Q4
$1.37M Buy
37,135
+2,175
+6% +$80.1K 0.39% 38
2020
Q3
$1.22M Buy
34,960
+304
+0.9% +$10.6K 0.41% 34
2020
Q2
$1.08M Sell
34,656
-750
-2% -$23.3K 0.41% 38
2020
Q1
$1.1M Sell
35,406
-2,679
-7% -$82.9K 0.59% 29
2019
Q4
$1.42M Sell
38,085
-2,364
-6% -$87.9K 0.6% 33
2019
Q3
$1.38M Sell
40,449
-18,395
-31% -$627K 0.62% 33
2019
Q2
$2.42M Buy
58,844
+2,028
+4% +$83.4K 1.11% 22
2019
Q1
$2.29M Sell
56,816
-7,243
-11% -$292K 1.07% 22
2018
Q4
$2.65M Sell
64,059
-2,737
-4% -$113K 1.17% 22
2018
Q3
$2.79M Sell
66,796
-29
-0% -$1.21K 1.24% 21
2018
Q2
$2.3M Buy
66,825
+60,376
+936% +$2.08M 0.96% 24
2018
Q1
$217K Sell
6,449
-101
-2% -$3.4K 0.18% 82
2017
Q4
$225K Buy
6,550
+200
+3% +$6.87K 0.18% 92
2017
Q3
$215K Sell
6,350
-477
-7% -$16.2K 0.17% 94
2017
Q2
$218K Buy
6,827
+373
+6% +$11.9K 0.2% 79
2017
Q1
$209K Buy
+6,454
New +$209K 0.19% 89