Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$632K Sell
15,487
-472
-3% -$19.3K 0.01% 787
2025
Q1
$721K Sell
15,959
-288
-2% -$13K 0.01% 721
2024
Q4
$705K Sell
16,247
-40
-0.2% -$1.74K 0.01% 700
2024
Q3
$738K Hold
16,287
0.01% 705
2024
Q2
$671K Buy
16,287
+27
+0.2% +$1.11K 0.01% 724
2024
Q1
$608K Sell
16,260
-20
-0.1% -$748 0.01% 778
2023
Q4
$623K Buy
16,280
+35
+0.2% +$1.34K 0.01% 758
2023
Q3
$588K Buy
16,245
+54
+0.3% +$1.96K 0.01% 746
2023
Q2
$652K Buy
16,191
+161
+1% +$6.48K 0.01% 726
2023
Q1
$658K Buy
16,030
+76
+0.5% +$3.12K 0.02% 711
2022
Q4
$618K Sell
15,954
-429
-3% -$16.6K 0.02% 704
2022
Q3
$683K Buy
16,383
+137
+0.8% +$5.71K 0.02% 653
2022
Q2
$748K Buy
16,246
+480
+3% +$22.1K 0.02% 658
2022
Q1
$904K Buy
15,766
+420
+3% +$24.1K 0.02% 661
2021
Q4
$921K Hold
15,346
0.02% 656
2021
Q3
$813K Buy
15,346
+240
+2% +$12.7K 0.02% 678
2021
Q2
$740K Buy
15,106
+550
+4% +$26.9K 0.02% 717
2021
Q1
$638K Buy
14,556
+160
+1% +$7.01K 0.02% 778
2020
Q4
$553K Sell
14,396
-30
-0.2% -$1.15K 0.01% 806
2020
Q3
$470K Sell
14,426
-210
-1% -$6.84K 0.01% 793
2020
Q2
$547K Sell
14,636
-213
-1% -$7.96K 0.02% 720
2020
Q1
$543K Buy
14,849
+568
+4% +$20.8K 0.02% 624
2019
Q4
$667K Buy
14,281
+40
+0.3% +$1.87K 0.02% 687
2019
Q3
$690K Sell
14,241
-852
-6% -$41.3K 0.02% 655
2019
Q2
$678K Sell
15,093
-2,673
-15% -$120K 0.02% 677
2019
Q1
$808K Buy
17,766
+340
+2% +$15.5K 0.02% 614
2018
Q4
$690K Sell
17,426
-3,109
-15% -$123K 0.02% 636
2018
Q3
$830K Buy
20,535
+382
+2% +$15.4K 0.02% 687
2018
Q2
$757K Sell
20,153
-1,170
-5% -$43.9K 0.02% 720
2018
Q1
$760K Sell
21,323
-1,953
-8% -$69.6K 0.02% 702
2017
Q4
$897K Sell
23,276
-15,702
-40% -$605K 0.02% 682
2017
Q3
$1.48M Buy
+38,978
New +$1.48M 0.04% 495
2016
Q3
$1.48M Buy
+38,978
New +$1.48M 0.04% 495