Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Sell
14,266
-542
-4% -$40.4K 0.01% 394
2025
Q1
$1M Sell
14,808
-1,277
-8% -$86.5K 0.01% 389
2024
Q4
$996K Buy
16,085
+734
+5% +$45.5K 0.01% 357
2024
Q3
$999K Sell
15,351
-168
-1% -$10.9K 0.01% 363
2024
Q2
$834K Sell
15,519
-7,623
-33% -$410K 0.01% 367
2024
Q1
$1.22M Sell
23,142
-616
-3% -$32.5K 0.02% 312
2023
Q4
$1.04M Buy
23,758
+214
+0.9% +$9.34K 0.02% 332
2023
Q3
$1.04M Sell
23,544
-2,900
-11% -$128K 0.02% 317
2023
Q2
$1.18M Sell
26,444
-4,125
-13% -$184K 0.02% 308
2023
Q1
$1.36M Sell
30,569
-330
-1% -$14.6K 0.03% 278
2022
Q4
$1.28M Sell
30,899
-6,315
-17% -$262K 0.02% 300
2022
Q3
$1.37M Sell
37,214
-254
-0.7% -$9.35K 0.03% 276
2022
Q2
$1.56M Sell
37,468
-208
-0.6% -$8.67K 0.03% 267
2022
Q1
$2.16M Sell
37,676
-310
-0.8% -$17.7K 0.04% 242
2021
Q4
$2.53M Sell
37,986
-56
-0.1% -$3.72K 0.04% 221
2021
Q3
$2.65M Sell
38,042
-10
-0% -$697 0.05% 216
2021
Q2
$2.67M Sell
38,052
-612
-2% -$43K 0.05% 210
2021
Q1
$2.37M Sell
38,664
-222
-0.6% -$13.6K 0.05% 221
2020
Q4
$1.95M Sell
38,886
-850
-2% -$42.7K 0.04% 238
2020
Q3
$2.07M Sell
39,736
-262
-0.7% -$13.7K 0.05% 212
2020
Q2
$2.1M Sell
39,998
-2,661
-6% -$140K 0.05% 210
2020
Q1
$1.28M Sell
42,659
-3,365
-7% -$101K 0.04% 231
2019
Q4
$1.66M Sell
46,024
-688
-1% -$24.8K 0.04% 225
2019
Q3
$1.82M Buy
46,712
+4,061
+10% +$158K 0.05% 210
2019
Q2
$1.69M Buy
42,651
+449
+1% +$17.7K 0.04% 208
2019
Q1
$1.57M Sell
42,202
-2,947
-7% -$109K 0.04% 212
2018
Q4
$1.27M Sell
45,149
-4,182
-8% -$117K 0.04% 212
2018
Q3
$1.63M Buy
49,331
+2,316
+5% +$76.5K 0.05% 211
2018
Q2
$1.71M Sell
47,015
-5,669
-11% -$206K 0.05% 205
2018
Q1
$2.12M Sell
52,684
-3,556
-6% -$143K 0.07% 186
2017
Q4
$2.12M Sell
56,240
-2,378
-4% -$89.8K 0.06% 185
2017
Q3
$2.26M Sell
58,618
-4,490
-7% -$173K 0.07% 174
2017
Q2
$2.2M Sell
63,108
-2,649
-4% -$92.5K 0.07% 182
2017
Q1
$2.21M Sell
65,757
-10,813
-14% -$363K 0.07% 182
2016
Q4
$2.27M Sell
76,570
-7,543
-9% -$224K 0.07% 180
2016
Q3
$2.77M Buy
84,113
+4,662
+6% +$153K 0.09% 163
2016
Q2
$1.86M Buy
79,451
+30,716
+63% +$719K 0.07% 193
2016
Q1
$1.16M Buy
48,735
+13,380
+38% +$319K 0.04% 236
2015
Q4
$972K Buy
35,355
+19,694
+126% +$541K 0.04% 230
2015
Q3
$383K Sell
15,661
-21,664
-58% -$530K 0.02% 303
2015
Q2
$947K Sell
37,325
-12,623
-25% -$320K 0.04% 218
2015
Q1
$1.21M Sell
49,948
-14,147
-22% -$344K 0.05% 191
2014
Q4
$1.51M Sell
64,095
-32,725
-34% -$773K 0.06% 175
2014
Q3
$2.31M Buy
96,820
+8,114
+9% +$193K 0.1% 141
2014
Q2
$1.87M Sell
88,706
-19,564
-18% -$412K 0.08% 154
2014
Q1
$2.52M Buy
108,270
+54,606
+102% +$1.27M 0.11% 138
2013
Q4
$1.24M Buy
+53,664
New +$1.24M 0.05% 168