Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.99M Sell
66,406
-3,203
-5% -$95.9K 0.06% 265
2025
Q1
$2.35M Sell
69,609
-2,102
-3% -$71K 0.08% 232
2024
Q4
$2.12M Buy
71,711
+125
+0.2% +$3.7K 0.07% 247
2024
Q3
$2.25M Buy
71,586
+2,208
+3% +$69.3K 0.08% 236
2024
Q2
$2.5M Sell
69,378
-772
-1% -$27.9K 0.09% 212
2024
Q1
$2.64M Buy
70,150
+270
+0.4% +$10.2K 0.1% 204
2023
Q4
$2.47M Sell
69,880
-908
-1% -$32.1K 0.1% 209
2023
Q3
$2.74M Sell
70,788
-930
-1% -$36K 0.12% 189
2023
Q2
$2.53M Sell
71,718
-6,750
-9% -$238K 0.11% 197
2023
Q1
$2.98M Sell
78,468
-3,130
-4% -$119K 0.13% 176
2022
Q4
$2.85M Sell
81,598
-2,574
-3% -$89.9K 0.13% 179
2022
Q3
$2.4M Sell
84,172
-1,658
-2% -$47.3K 0.13% 196
2022
Q2
$2.43M Buy
85,830
+62,286
+265% +$1.77M 0.13% 186
2022
Q1
$692K Buy
23,544
+2,799
+13% +$82.3K 0.03% 326
2021
Q4
$552K Buy
20,745
+2,672
+15% +$71.1K 0.02% 360
2021
Q3
$494K Buy
18,073
+4,803
+36% +$131K 0.02% 353
2021
Q2
$351K Sell
13,270
-778
-6% -$20.6K 0.02% 387
2021
Q1
$342K Buy
14,048
+2,927
+26% +$71.3K 0.02% 370
2020
Q4
$228K Sell
11,121
-117,670
-91% -$2.41M 0.01% 393
2020
Q3
$2.25M Buy
128,791
+446
+0.3% +$7.79K 0.16% 139
2020
Q2
$2.99M Sell
128,345
-25,271
-16% -$589K 0.23% 106
2020
Q1
$3.75M Buy
153,616
+59,227
+63% +$1.44M 0.35% 73
2019
Q4
$3.56M Buy
94,389
+8,996
+11% +$339K 0.3% 83
2019
Q3
$3.24M Sell
85,393
-2,086
-2% -$79.2K 0.3% 80
2019
Q2
$3.59M Buy
87,479
+506
+0.6% +$20.7K 0.34% 72
2019
Q1
$3.74M Buy
86,973
+980
+1% +$42.1K 0.38% 68
2018
Q4
$3.16M Buy
85,993
+4,764
+6% +$175K 0.33% 73
2018
Q3
$3.58M Sell
81,229
-1,647
-2% -$72.5K 0.32% 75
2018
Q2
$3.56M Buy
82,876
+73,107
+748% +$3.14M 0.33% 71
2018
Q1
$368K Buy
9,769
+3,362
+52% +$127K 0.04% 226
2017
Q4
$247K Sell
6,407
-8,050
-56% -$310K 0.03% 211
2017
Q3
$501K Buy
+14,457
New +$501K 0.06% 153