Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346K Sell
32,876
-899
-3% -$9.46K 0.01% 1036
2025
Q1
$419K Sell
33,775
-702
-2% -$8.72K 0.01% 937
2024
Q4
$444K Sell
34,477
-40
-0.1% -$515 0.01% 882
2024
Q3
$692K Hold
34,517
0.01% 728
2024
Q2
$607K Sell
34,517
-90
-0.3% -$1.58K 0.01% 749
2024
Q1
$620K Sell
34,607
-150
-0.4% -$2.69K 0.01% 768
2023
Q4
$669K Sell
34,757
-813
-2% -$15.6K 0.01% 729
2023
Q3
$462K Buy
35,570
+158
+0.4% +$2.05K 0.01% 844
2023
Q2
$769K Sell
35,412
-277
-0.8% -$6.02K 0.02% 673
2023
Q1
$860K Sell
35,689
-1,085
-3% -$26.1K 0.02% 623
2022
Q4
$1.06M Buy
36,774
+1,223
+3% +$35.2K 0.03% 554
2022
Q3
$803K Buy
35,551
+2,105
+6% +$47.5K 0.02% 609
2022
Q2
$702K Sell
33,446
-240
-0.7% -$5.04K 0.02% 681
2022
Q1
$867K Buy
33,686
+210
+0.6% +$5.41K 0.02% 679
2021
Q4
$813K Sell
33,476
-1,920
-5% -$46.6K 0.02% 699
2021
Q3
$808K Buy
35,396
+650
+2% +$14.8K 0.02% 683
2021
Q2
$906K Buy
34,746
+1,190
+4% +$31K 0.02% 651
2021
Q1
$900K Sell
33,556
-3,900
-10% -$105K 0.02% 627
2020
Q4
$880K Sell
37,456
-4,930
-12% -$116K 0.02% 606
2020
Q3
$768K Sell
42,386
-6,090
-13% -$110K 0.02% 614
2020
Q2
$702K Buy
48,476
+9,733
+25% +$141K 0.02% 646
2020
Q1
$527K Buy
38,743
+290
+0.8% +$3.95K 0.02% 632
2019
Q4
$765K Sell
38,453
-580
-1% -$11.5K 0.02% 643
2019
Q3
$638K Sell
39,033
-2,680
-6% -$43.8K 0.02% 692
2019
Q2
$699K Sell
41,713
-2,233
-5% -$37.4K 0.02% 664
2019
Q1
$795K Buy
43,946
+1,260
+3% +$22.8K 0.02% 621
2018
Q4
$617K Sell
42,686
-63,877
-60% -$923K 0.02% 672
2018
Q3
$1.49M Buy
106,563
+1,076
+1% +$15.1K 0.04% 489
2018
Q2
$1.42M Sell
105,487
-1,980
-2% -$26.6K 0.04% 489
2018
Q1
$1.22M Sell
107,467
-4,853
-4% -$55.2K 0.03% 554
2017
Q4
$1.22M Buy
112,320
+730
+0.7% +$7.9K 0.03% 577
2017
Q3
$1.23M Buy
+111,590
New +$1.23M 0.03% 550
2016
Q3
$1.23M Buy
+111,590
New +$1.23M 0.03% 550