Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
18,937
+319
+2% +$22.7K 0.4% 43
2025
Q1
$1.18M Buy
18,618
+1,954
+12% +$124K 0.38% 45
2024
Q4
$1.26M Buy
16,664
+662
+4% +$50.1K 0.4% 47
2024
Q3
$1.41M Buy
16,002
+1,421
+10% +$126K 0.47% 38
2024
Q2
$1.1M Buy
14,581
+2,006
+16% +$151K 0.38% 50
2024
Q1
$1.18M Sell
12,575
-3,019
-19% -$284K 0.4% 61
2023
Q4
$1.69M Sell
15,594
-167
-1% -$18.1K 0.61% 34
2023
Q3
$1.51M Buy
15,761
+3,711
+31% +$355K 0.59% 37
2023
Q2
$1.33M Buy
12,050
+47
+0.4% +$5.19K 0.5% 45
2023
Q1
$1.47M Buy
12,003
+1,245
+12% +$153K 0.58% 38
2022
Q4
$1.26M Buy
10,758
+4,576
+74% +$535K 0.53% 47
2022
Q3
$513K Sell
6,182
-592
-9% -$49.1K 0.23% 98
2022
Q2
$692K Buy
6,774
+2,730
+68% +$279K 0.3% 87
2022
Q1
$544K Buy
4,044
+166
+4% +$22.3K 0.2% 113
2021
Q4
$646K Buy
3,878
+86
+2% +$14.3K 0.23% 109
2021
Q3
$550K Sell
3,792
-56
-1% -$8.12K 0.21% 122
2021
Q2
$594K Sell
3,848
-394
-9% -$60.8K 0.22% 120
2021
Q1
$563K Sell
4,242
-180
-4% -$23.9K 0.22% 119
2020
Q4
$625K Buy
4,422
+117
+3% +$16.5K 0.25% 102
2020
Q3
$540K Sell
4,305
-34
-0.8% -$4.27K 0.22% 120
2020
Q2
$425K Sell
4,339
-5,408
-55% -$530K 0.18% 133
2020
Q1
$806K Buy
9,747
+5,788
+146% +$479K 0.41% 69
2019
Q4
$401K Buy
3,959
+13
+0.3% +$1.32K 0.18% 145
2019
Q3
$370K Sell
3,946
-1,405
-26% -$132K 0.17% 149
2019
Q2
$449K Sell
5,351
-1,992
-27% -$167K 0.2% 126
2019
Q1
$618K Sell
7,343
-80
-1% -$6.73K 0.26% 105
2018
Q4
$550K Sell
7,423
-273
-4% -$20.2K 0.27% 104
2018
Q3
$652K Sell
7,696
-1,026
-12% -$86.9K 0.29% 106
2018
Q2
$695K Sell
8,722
-899
-9% -$71.6K 0.33% 109
2018
Q1
$639K Buy
9,621
+477
+5% +$31.7K 0.34% 102
2017
Q4
$572K Buy
+9,144
New +$572K 0.49% 65