Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$823K Buy
3,045
+1,968
+183% +$532K 0.02% 436
2025
Q1
$274K Sell
1,077
-1,372
-56% -$349K 0.01% 443
2024
Q4
$574K Sell
2,449
-556
-19% -$130K 0.01% 393
2024
Q3
$767K Buy
3,005
+517
+21% +$132K 0.02% 374
2024
Q2
$592K Sell
2,488
-596
-19% -$142K 0.01% 397
2024
Q1
$712K Buy
3,084
+764
+33% +$176K 0.02% 387
2023
Q4
$460K Buy
2,320
+28
+1% +$5.56K 0.01% 394
2023
Q3
$388K Sell
2,292
-225
-9% -$38.1K 0.01% 399
2023
Q2
$470K Buy
2,517
+65
+3% +$12.1K 0.02% 386
2023
Q1
$406K Buy
2,452
+117
+5% +$19.4K 0.01% 389
2022
Q4
$340K Hold
2,335
0.01% 399
2022
Q3
$337K Sell
2,335
-203
-8% -$29.3K 0.01% 394
2022
Q2
$390K Sell
2,538
-201
-7% -$30.9K 0.01% 382
2022
Q1
$484K Sell
2,739
-1,379
-33% -$244K 0.02% 337
2021
Q4
$966K Sell
4,118
-2,374
-37% -$557K 0.03% 278
2021
Q3
$1.35M Buy
6,492
+210
+3% +$43.8K 0.04% 237
2021
Q2
$1.29M Buy
6,282
+378
+6% +$77.9K 0.04% 250
2021
Q1
$1.26M Sell
5,904
-31
-0.5% -$6.64K 0.05% 235
2020
Q4
$1.28M Sell
5,935
-1,393
-19% -$301K 0.05% 278
2020
Q3
$1.46M Sell
7,328
-279
-4% -$55.7K 0.06% 232
2020
Q2
$1.51M Buy
7,607
+146
+2% +$29K 0.07% 238
2020
Q1
$1.16M Sell
7,461
-2,170
-23% -$338K 0.06% 267
2019
Q4
$1.86M Sell
9,631
-3,829
-28% -$739K 0.05% 272
2019
Q3
$2.67M Sell
13,460
-861
-6% -$171K 0.07% 235
2019
Q2
$2.83M Sell
14,321
-2,081
-13% -$411K 0.07% 237
2019
Q1
$2.9M Buy
16,402
+176
+1% +$31.1K 0.07% 243
2018
Q4
$2.39M Sell
16,226
-2,082
-11% -$307K 0.06% 274
2018
Q3
$2.87M Buy
18,308
+664
+4% +$104K 0.07% 274
2018
Q2
$2.48M Sell
17,644
-23,652
-57% -$3.32M 0.06% 310
2018
Q1
$5.66M Buy
41,296
+19,792
+92% +$2.71M 0.14% 167
2017
Q4
$2.89M Sell
21,504
-58,250
-73% -$7.81M 0.07% 296
2017
Q3
$10.3M Buy
79,754
+12
+0% +$1.54K 0.27% 92
2017
Q2
$10.6M Buy
+79,742
New +$10.6M 0.3% 84