Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.62M Buy
15,437
+180
+1% +$18.9K 0.03% 490
2025
Q1
$1.52M Sell
15,257
-235
-2% -$23.5K 0.03% 489
2024
Q4
$1.69M Buy
15,492
+529
+4% +$57.8K 0.03% 437
2024
Q3
$1.72M Sell
14,963
-13,820
-48% -$1.59M 0.03% 446
2024
Q2
$2.87M Buy
28,783
+458
+2% +$45.7K 0.05% 324
2024
Q1
$3.13M Sell
28,325
-3,120
-10% -$345K 0.06% 319
2023
Q4
$3.37M Sell
31,445
-784
-2% -$84K 0.07% 290
2023
Q3
$3.19M Sell
32,229
-997
-3% -$98.8K 0.07% 288
2023
Q2
$3.29M Sell
33,226
-1,295
-4% -$128K 0.07% 295
2023
Q1
$3.32M Buy
34,521
+1,384
+4% +$133K 0.08% 277
2022
Q4
$2.85M Buy
33,137
+872
+3% +$75.1K 0.07% 301
2022
Q3
$2.43M Sell
32,265
-88
-0.3% -$6.62K 0.07% 301
2022
Q2
$2.58M Buy
32,353
+4,723
+17% +$376K 0.07% 311
2022
Q1
$2.21M Buy
27,630
+5,007
+22% +$400K 0.05% 386
2021
Q4
$2M Sell
22,623
-362
-2% -$32K 0.04% 413
2021
Q3
$1.95M Buy
22,985
+996
+5% +$84.4K 0.05% 393
2021
Q2
$1.99M Sell
21,989
-1,439
-6% -$130K 0.05% 379
2021
Q1
$1.95M Sell
23,428
-3,385
-13% -$282K 0.05% 382
2020
Q4
$2.13M Sell
26,813
-2,337
-8% -$185K 0.05% 357
2020
Q3
$1.98M Sell
29,150
-4,172
-13% -$283K 0.06% 347
2020
Q2
$2.1M Sell
33,322
-2,804
-8% -$177K 0.06% 320
2020
Q1
$1.97M Sell
36,126
-2,438
-6% -$133K 0.07% 290
2019
Q4
$3.23M Sell
38,564
-981
-2% -$82.1K 0.09% 254
2019
Q3
$3.13M Sell
39,545
-2,700
-6% -$214K 0.09% 252
2019
Q2
$3.24M Sell
42,245
-622
-1% -$47.7K 0.09% 253
2019
Q1
$2.95M Sell
42,867
-797
-2% -$54.8K 0.08% 267
2018
Q4
$2.67M Buy
43,664
+1,035
+2% +$63.3K 0.08% 280
2018
Q3
$2.75M Buy
42,629
+6,635
+18% +$428K 0.07% 316
2018
Q2
$2.28M Sell
35,994
-3,845
-10% -$243K 0.06% 355
2018
Q1
$2.3M Sell
39,839
-3,756
-9% -$216K 0.06% 375
2017
Q4
$2.37M Buy
43,595
+2,132
+5% +$116K 0.06% 381
2017
Q3
$2.15M Buy
+41,463
New +$2.15M 0.06% 394
2016
Q3
$2.15M Buy
+41,463
New +$2.15M 0.06% 394