Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$107M Buy
3,563,680
+1,012,115
+40% +$30.3M 0.05% 239
2025
Q1
$86.2M Buy
2,551,565
+315,106
+14% +$10.6M 0.04% 267
2024
Q4
$66.1M Sell
2,236,459
-1,543,581
-41% -$45.6M 0.04% 282
2024
Q3
$119M Sell
3,780,040
-53,516
-1% -$1.68M 0.07% 178
2024
Q2
$138M Buy
3,833,556
+2,008,820
+110% +$72.5M 0.09% 147
2024
Q1
$68.8M Buy
1,824,736
+455,883
+33% +$17.2M 0.05% 260
2023
Q4
$48.5M Buy
1,368,853
+931,063
+213% +$33M 0.03% 313
2023
Q3
$17M Sell
437,790
-4,089,914
-90% -$158M 0.01% 614
2023
Q2
$160M Buy
4,527,704
+3,481,758
+333% +$123M 0.1% 99
2023
Q1
$39.7M Buy
1,045,946
+747,005
+250% +$28.3M 0.03% 359
2022
Q4
$10.4M Sell
298,941
-584,535
-66% -$20.4M 0.01% 797
2022
Q3
$25.2M Sell
883,476
-591,913
-40% -$16.9M 0.02% 470
2022
Q2
$41.8M Buy
1,475,389
+881,187
+148% +$25M 0.03% 312
2022
Q1
$17.5M Sell
594,202
-78,713
-12% -$2.31M 0.01% 703
2021
Q4
$17.9M Sell
672,915
-1,060,878
-61% -$28.3M 0.01% 706
2021
Q3
$47.4M Sell
1,733,793
-104,949
-6% -$2.87M 0.03% 384
2021
Q2
$48.6M Buy
1,838,742
+439,712
+31% +$11.6M 0.03% 396
2021
Q1
$34.1M Sell
1,399,030
-584,180
-29% -$14.2M 0.02% 501
2020
Q4
$40.7M Buy
1,983,210
+944,857
+91% +$19.4M 0.02% 408
2020
Q3
$18.1M Buy
1,038,353
+186,578
+22% +$3.26M 0.01% 601
2020
Q2
$19.9M Sell
851,775
-328,558
-28% -$7.66M 0.02% 504
2020
Q1
$28.8M Buy
1,180,333
+503,660
+74% +$12.3M 0.03% 325
2019
Q4
$25.5M Sell
676,673
-257,556
-28% -$9.72M 0.02% 472
2019
Q3
$35.5M Buy
934,229
+312,490
+50% +$11.9M 0.03% 343
2019
Q2
$25.5M Buy
621,739
+210,242
+51% +$8.62M 0.02% 486
2019
Q1
$17.7M Sell
411,497
-321,131
-44% -$13.8M 0.02% 508
2018
Q4
$26.9M Sell
732,628
-226,401
-24% -$8.32M 0.03% 369
2018
Q3
$42.2M Sell
959,029
-597,199
-38% -$26.3M 0.04% 253
2018
Q2
$66.9M Buy
1,556,228
+1,145,953
+279% +$49.2M 0.06% 146
2018
Q1
$15.5M Sell
410,275
-150,701
-27% -$5.68M 0.01% 535
2017
Q4
$21.6M Sell
560,976
-299,849
-35% -$11.5M 0.02% 401
2017
Q3
$29.8M Sell
860,825
-27,650
-3% -$958K 0.02% 330
2017
Q2
$27.3M Sell
888,475
-439,986
-33% -$13.5M 0.02% 332
2017
Q1
$40M Buy
1,328,461
+279,176
+27% +$8.4M 0.04% 242
2016
Q4
$33.6M Buy
1,049,285
+389,371
+59% +$12.5M 0.03% 272
2016
Q3
$19.5M Sell
659,914
-236,339
-26% -$6.99M 0.02% 352
2016
Q2
$26.8M Buy
896,253
+273,077
+44% +$8.16M 0.03% 251
2016
Q1
$15.8M Sell
623,176
-491,749
-44% -$12.5M 0.02% 382
2015
Q4
$29.3M Buy
1,114,925
+388,674
+54% +$10.2M 0.03% 272
2015
Q3
$18.7M Buy
726,251
+33,028
+5% +$849K 0.02% 367
2015
Q2
$23.3M Sell
693,223
-475,339
-41% -$16M 0.02% 343
2015
Q1
$37.9M Buy
1,168,562
+74,247
+7% +$2.41M 0.04% 234
2014
Q4
$34.6M Sell
1,094,315
-139,777
-11% -$4.42M 0.03% 248
2014
Q3
$44.4M Buy
1,234,092
+654,561
+113% +$23.5M 0.04% 205
2014
Q2
$25M Sell
579,531
-93,199
-14% -$4.02M 0.02% 326
2014
Q1
$26.5M Sell
672,730
-1,872,664
-74% -$73.7M 0.03% 297
2013
Q4
$101M Buy
2,545,394
+747,460
+42% +$29.7M 0.09% 101
2013
Q3
$61.8M Buy
1,797,934
+1,105,634
+160% +$38M 0.06% 161
2013
Q2
$23.6M Buy
+692,300
New +$23.6M 0.02% 335