Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-25,634
Closed -$11.6M 272
2024
Q2
$11.6M Sell
25,634
-17,310
-40% -$7.83M 0.15% 86
2024
Q1
$19.9M Buy
42,944
+2,284
+6% +$1.06M 0.24% 66
2023
Q4
$15.4M Buy
40,660
+12,790
+46% +$4.84M 0.2% 71
2023
Q3
$11.5M Sell
27,870
-1,367
-5% -$565K 0.17% 76
2023
Q2
$16.5M Buy
29,237
+5,175
+22% +$2.93M 0.22% 65
2023
Q1
$15.1M Buy
24,062
+3,068
+15% +$1.93M 0.21% 63
2022
Q4
$11.7M Buy
20,994
+1,657
+9% +$927K 0.18% 70
2022
Q3
$10.9M Sell
19,337
-1,040
-5% -$588K 0.17% 72
2022
Q2
$12.8M Sell
20,377
-835
-4% -$525K 0.18% 69
2022
Q1
$15.1M Sell
21,212
-9,300
-30% -$6.63M 0.17% 70
2021
Q4
$21.5M Sell
30,512
-5,556
-15% -$3.92M 0.22% 61
2021
Q3
$25.2M Buy
36,068
+3,413
+10% +$2.38M 0.26% 53
2021
Q2
$20.3M Buy
32,655
+687
+2% +$427K 0.22% 57
2021
Q1
$20.5M Buy
31,968
+4,090
+15% +$2.62M 0.24% 56
2020
Q4
$17.9M Buy
27,878
+13,485
+94% +$8.66M 0.21% 56
2020
Q3
$9.01M Buy
14,393
+4,616
+47% +$2.89M 0.12% 68
2020
Q2
$6.23M Buy
9,777
+3,193
+48% +$2.03M 0.09% 75
2020
Q1
$4.28M Buy
+6,584
New +$4.28M 0.08% 77
2018
Q4
Sell
-1,436
Closed -$998K 242
2018
Q3
$998K Sell
1,436
-8,341
-85% -$5.8M 0.02% 157
2018
Q2
$5.86M Sell
9,777
-18
-0.2% -$10.8K 0.13% 56
2018
Q1
$6.18M Buy
9,795
+469
+5% +$296K 0.14% 55
2017
Q4
$5.88M Sell
9,326
-49
-0.5% -$30.9K 0.15% 52
2017
Q3
$6.3M Sell
9,375
-271
-3% -$182K 0.16% 52
2017
Q2
$6.21M Sell
9,646
-357
-4% -$230K 0.16% 52
2017
Q1
$4.68M Buy
10,003
+174
+2% +$81.5K 0.13% 53
2016
Q4
$4.99M Sell
9,829
-448
-4% -$227K 0.14% 53
2016
Q3
$4.38M Sell
10,277
-1
-0% -$427 0.12% 53
2016
Q2
$4.4M Sell
10,278
-366
-3% -$157K 0.12% 56
2016
Q1
$4.21M Buy
10,644
+23
+0.2% +$9.09K 0.12% 55
2015
Q4
$4.05M Buy
10,621
+274
+3% +$104K 0.11% 56
2015
Q3
$3.88M Buy
10,347
+2,625
+34% +$984K 0.11% 56
2015
Q2
$3.03M Buy
7,722
+468
+6% +$184K 0.08% 66
2015
Q1
$2.51M Buy
7,254
+25
+0.3% +$8.64K 0.06% 68
2014
Q4
$2.46M Buy
7,229
+223
+3% +$75.8K 0.06% 66
2014
Q3
$2.14M Buy
7,006
+1,646
+31% +$502K 0.05% 70
2014
Q2
$1.75M Sell
5,360
-207
-4% -$67.5K 0.04% 76
2014
Q1
$1.7M Buy
5,567
+324
+6% +$99.2K 0.04% 81
2013
Q4
$1.55M Buy
5,243
+146
+3% +$43.2K 0.04% 82
2013
Q3
$1.32M Buy
5,097
+888
+21% +$230K 0.03% 81
2013
Q2
$921K Buy
+4,209
New +$921K 0.03% 89