Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
36,012
+407
+1% +$11.8K 0.03% 183
2025
Q1
$1.01M Sell
35,605
-599
-2% -$16.9K 0.03% 175
2024
Q4
$824K Buy
36,204
+1,972
+6% +$44.9K 0.02% 181
2024
Q3
$753K Sell
34,232
-198
-0.6% -$4.36K 0.02% 186
2024
Q2
$658K Buy
34,430
+124
+0.4% +$2.37K 0.02% 201
2024
Q1
$604K Sell
34,306
-3,830
-10% -$67.4K 0.02% 201
2023
Q4
$640K Sell
38,136
-778
-2% -$13.1K 0.02% 178
2023
Q3
$584K Sell
38,914
-1,711
-4% -$25.7K 0.03% 143
2023
Q2
$648K Sell
40,625
-3,396
-8% -$54.2K 0.03% 139
2023
Q1
$847K Sell
44,021
-1,450
-3% -$27.9K 0.04% 117
2022
Q4
$837K Sell
45,471
-2,033
-4% -$37.4K 0.05% 117
2022
Q3
$729K Buy
47,504
+591
+1% +$9.07K 0.04% 126
2022
Q2
$983K Sell
46,913
-15,198
-24% -$318K 0.05% 114
2022
Q1
$1.11M Sell
62,111
-4,160
-6% -$74.3K 0.05% 114
2021
Q4
$1.23M Sell
66,271
-5,176
-7% -$96.1K 0.05% 114
2021
Q3
$1.46M Sell
71,447
-5,026
-7% -$103K 0.06% 97
2021
Q2
$1.66M Buy
76,473
+103
+0.1% +$2.24K 0.07% 87
2021
Q1
$1.75M Sell
76,370
-5,478
-7% -$125K 0.07% 87
2020
Q4
$1.78M Sell
81,848
-12,128
-13% -$263K 0.08% 85
2020
Q3
$2.02M Sell
93,976
-172
-0.2% -$3.7K 0.1% 81
2020
Q2
$2.15M Sell
94,148
-1,654
-2% -$37.8K 0.12% 80
2020
Q1
$2.11M Sell
95,802
-2,394
-2% -$52.7K 0.17% 69
2019
Q4
$2.9M Buy
98,196
+1,413
+1% +$41.7K 0.18% 65
2019
Q3
$2.77M Buy
96,783
+298
+0.3% +$8.52K 0.19% 63
2019
Q2
$2.44M Sell
96,485
-1,002
-1% -$25.4K 0.16% 71
2019
Q1
$2.31M Sell
97,487
-6,279
-6% -$149K 0.16% 70
2018
Q4
$2.24M Sell
103,766
-3,820
-4% -$82.4K 0.18% 66
2018
Q3
$2.73M Buy
107,586
+1,926
+2% +$48.9K 0.19% 58
2018
Q2
$2.56M Buy
105,660
+20,506
+24% +$497K 0.21% 60
2018
Q1
$2.29M Buy
+85,154
New +$2.29M 0.31% 55