Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.34M Sell
33,994
-55
-0.2% -$3.79K 0.08% 152
2025
Q1
$2.35M Hold
34,049
0.08% 150
2024
Q4
$2.1M Sell
34,049
-243
-0.7% -$15K 0.07% 146
2024
Q3
$2.13M Sell
34,292
-105
-0.3% -$6.51K 0.07% 146
2024
Q2
$1.82M Buy
34,397
+52
+0.2% +$2.75K 0.07% 147
2024
Q1
$1.83M Hold
34,345
0.06% 155
2023
Q4
$1.79M Buy
34,345
+553
+2% +$28.9K 0.06% 152
2023
Q3
$1.71M Hold
33,792
0.06% 153
2023
Q2
$1.97M Sell
33,792
-430
-1% -$25.1K 0.07% 157
2023
Q1
$2.09M Hold
34,222
0.07% 153
2022
Q4
$2.15M Sell
34,222
-1,644
-5% -$103K 0.07% 160
2022
Q3
$2.13M Sell
35,866
-226
-0.6% -$13.4K 0.08% 146
2022
Q2
$2.36M Sell
36,092
-3
-0% -$196 0.07% 153
2022
Q1
$2.47M Sell
36,095
-20
-0.1% -$1.37K 0.07% 157
2021
Q4
$2.48M Buy
36,115
+376
+1% +$25.8K 0.07% 145
2021
Q3
$2.22M Sell
35,739
-880
-2% -$54.7K 0.06% 148
2021
Q2
$2.21M Buy
36,619
+1,354
+4% +$81.8K 0.06% 145
2021
Q1
$2.1M Sell
35,265
-240
-0.7% -$14.3K 0.06% 143
2020
Q4
$1.97M Sell
35,505
-90
-0.3% -$5K 0.06% 147
2020
Q3
$1.81M Buy
35,595
+70
+0.2% +$3.56K 0.06% 148
2020
Q2
$2.11M Sell
35,525
-170
-0.5% -$10.1K 0.08% 133
2020
Q1
$1.97M Sell
35,695
-191
-0.5% -$10.5K 0.08% 123
2019
Q4
$2.34M Buy
35,886
+50
+0.1% +$3.26K 0.08% 134
2019
Q3
$2.39M Sell
35,836
-339
-0.9% -$22.6K 0.08% 138
2019
Q2
$2.18M Sell
36,175
-770
-2% -$46.3K 0.07% 145
2019
Q1
$2.15M Buy
36,945
+450
+1% +$26.1K 0.07% 173
2018
Q4
$2.07M Buy
36,495
+940
+3% +$53.4K 0.07% 165
2018
Q3
$1.95M Buy
35,555
+2,340
+7% +$129K 0.06% 183
2018
Q2
$1.87M Buy
+33,215
New +$1.87M 0.06% 197