Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Sell
10,367
-666
-6% -$92.3K 0.02% 516
2025
Q1
$1.76M Sell
11,033
-259
-2% -$41.4K 0.03% 455
2024
Q4
$1.5M Sell
11,292
-109
-1% -$14.5K 0.03% 467
2024
Q3
$1.55M Sell
11,401
-452
-4% -$61.4K 0.03% 469
2024
Q2
$1.75M Sell
11,853
-396
-3% -$58.4K 0.03% 433
2024
Q1
$1.87M Sell
12,249
-507
-4% -$77.4K 0.04% 447
2023
Q4
$1.84M Buy
12,756
+235
+2% +$33.9K 0.04% 419
2023
Q3
$1.92M Sell
12,521
-27
-0.2% -$4.15K 0.04% 400
2023
Q2
$1.87M Buy
12,548
+1,196
+11% +$178K 0.04% 437
2023
Q1
$1.5M Sell
11,352
-424
-4% -$56.1K 0.04% 479
2022
Q4
$1.67M Buy
11,776
+906
+8% +$128K 0.04% 438
2022
Q3
$1.18M Sell
10,870
-60
-0.5% -$6.54K 0.03% 504
2022
Q2
$1.16M Buy
10,930
+296
+3% +$31.4K 0.03% 525
2022
Q1
$1.14M Buy
10,634
+480
+5% +$51.4K 0.03% 578
2021
Q4
$752K Sell
10,154
-630
-6% -$46.7K 0.02% 736
2021
Q3
$842K Sell
10,784
-400
-4% -$31.2K 0.02% 662
2021
Q2
$977K Buy
11,184
+53
+0.5% +$4.63K 0.02% 621
2021
Q1
$788K Sell
11,131
-810
-7% -$57.3K 0.02% 682
2020
Q4
$630K Sell
11,941
-9,336
-44% -$493K 0.02% 747
2020
Q3
$871K Sell
21,277
-4,220
-17% -$173K 0.02% 578
2020
Q2
$1.32M Buy
25,497
+1,643
+7% +$85.1K 0.04% 450
2020
Q1
$794K Buy
23,854
+427
+2% +$14.2K 0.03% 525
2019
Q4
$1.57M Buy
23,427
+7,717
+49% +$516K 0.04% 440
2019
Q3
$950K Sell
15,710
-1,411
-8% -$85.3K 0.03% 545
2019
Q2
$1.09M Sell
17,121
-136
-0.8% -$8.64K 0.03% 534
2019
Q1
$1.04M Sell
17,257
-122
-0.7% -$7.35K 0.03% 540
2018
Q4
$704K Sell
17,379
-1,004
-5% -$40.7K 0.02% 629
2018
Q3
$1.32M Sell
18,383
-2,792
-13% -$200K 0.03% 511
2018
Q2
$1.42M Sell
21,175
-1,120
-5% -$74.9K 0.04% 488
2018
Q1
$1.13M Sell
22,295
-1,086
-5% -$55K 0.03% 574
2017
Q4
$1.11M Buy
23,381
+1,108
+5% +$52.6K 0.03% 607
2017
Q3
$1.04M Buy
+22,273
New +$1.04M 0.03% 597
2016
Q3
$1.04M Buy
+22,273
New +$1.04M 0.03% 597