Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.69M Sell
21,365
-256
-1% -$20.3K 0.16% 115
2025
Q1
$1.94M Sell
21,621
-162
-0.7% -$14.5K 0.19% 106
2024
Q4
$2.17M Sell
21,783
-806
-4% -$80.2K 0.22% 97
2024
Q3
$2.57M Sell
22,589
-929
-4% -$105K 0.26% 90
2024
Q2
$2.91M Sell
23,518
-714
-3% -$88.4K 0.31% 78
2024
Q1
$3.2M Buy
24,232
+2,101
+9% +$277K 0.35% 71
2023
Q4
$2.41M Sell
22,131
-1,147
-5% -$125K 0.28% 80
2023
Q3
$2.4M Sell
23,278
-630
-3% -$64.9K 0.31% 75
2023
Q2
$2.76M Sell
23,908
-597
-2% -$68.9K 0.34% 74
2023
Q1
$2.61M Sell
24,505
-50
-0.2% -$5.32K 0.34% 75
2022
Q4
$2.72M Buy
24,555
+1,075
+5% +$119K 0.36% 71
2022
Q3
$2.39M Sell
23,480
-77
-0.3% -$7.84K 0.31% 77
2022
Q2
$2.1M Buy
23,557
+136
+0.6% +$12.1K 0.26% 80
2022
Q1
$2.09M Buy
23,421
+436
+2% +$38.9K 0.28% 76
2021
Q4
$1.76M Buy
22,985
+446
+2% +$34.2K 0.2% 88
2021
Q3
$1.85M Buy
22,539
+133
+0.6% +$10.9K 0.21% 81
2021
Q2
$1.69M Sell
22,406
-1,191
-5% -$89.9K 0.2% 85
2021
Q1
$1.68M Sell
23,597
-787
-3% -$55.9K 0.2% 87
2020
Q4
$1.74M Sell
24,384
-225
-0.9% -$16K 0.23% 79
2020
Q3
$1.95M Sell
24,609
-830
-3% -$65.7K 0.29% 73
2020
Q2
$1.88M Buy
25,439
+350
+1% +$25.8K 0.31% 67
2020
Q1
$1.84M Sell
25,089
-652
-3% -$47.9K 0.36% 60
2019
Q4
$2.23M Sell
25,741
-559
-2% -$48.5K 0.36% 61
2019
Q3
$2.11M Sell
26,300
-671
-2% -$53.9K 0.37% 59
2019
Q2
$2.16M Sell
26,971
-1,307
-5% -$105K 0.39% 56
2019
Q1
$2.24M Buy
28,278
+328
+1% +$26K 0.42% 56
2018
Q4
$2.04M Sell
27,950
-281
-1% -$20.5K 0.42% 57
2018
Q3
$1.91M Sell
28,231
-639
-2% -$43.3K 0.37% 61
2018
Q2
$1.67M Sell
28,870
-2,050
-7% -$119K 0.35% 63
2018
Q1
$1.61M Sell
30,920
-895
-3% -$46.5K 0.35% 70
2017
Q4
$1.71M Sell
31,815
-2,181
-6% -$117K 0.36% 70
2017
Q3
$2.08M Sell
33,996
-597
-2% -$36.5K 0.47% 60
2017
Q2
$2.12M Sell
34,593
-1,280
-4% -$78.3K 0.49% 60
2017
Q1
$2.18M Sell
35,873
-1,989
-5% -$121K 0.52% 60
2016
Q4
$2.13M Sell
37,862
-2,065
-5% -$116K 0.55% 57
2016
Q3
$2.38M Buy
39,927
+14
+0% +$834 0.64% 51
2016
Q2
$2.19M Buy
39,913
+1,026
+3% +$56.4K 0.61% 55
2016
Q1
$1.96M Sell
38,887
-109
-0.3% -$5.5K 0.57% 55
2015
Q4
$1.97M Buy
38,996
+2,881
+8% +$145K 0.59% 54
2015
Q3
$1.7M Sell
36,115
-239
-0.7% -$11.3K 0.57% 57
2015
Q2
$1.98M Buy
+36,354
New +$1.98M 0.62% 52