Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Hold
4,444
0.04% 205
2025
Q1
$1.18M Sell
4,444
-220
-5% -$58.6K 0.04% 202
2024
Q4
$1.17M Hold
4,664
0.04% 201
2024
Q3
$1.03M Buy
4,664
+149
+3% +$32.8K 0.04% 209
2024
Q2
$778K Sell
4,515
-156
-3% -$26.9K 0.03% 239
2024
Q1
$886K Sell
4,671
-1,000
-18% -$190K 0.03% 229
2023
Q4
$1.02M Hold
5,671
0.05% 199
2023
Q3
$914K Hold
5,671
0.05% 183
2023
Q2
$829K Sell
5,671
-100
-2% -$14.6K 0.03% 212
2023
Q1
$841K Buy
5,771
+50
+0.9% +$7.29K 0.04% 207
2022
Q4
$821K Sell
5,721
-156
-3% -$22.4K 0.04% 213
2022
Q3
$851K Sell
5,877
-49
-0.8% -$7.1K 0.04% 212
2022
Q2
$907K Sell
5,926
-1,069
-15% -$164K 0.03% 214
2022
Q1
$1.46M Sell
6,995
-139
-2% -$29.1K 0.06% 215
2021
Q4
$1.75M Sell
7,134
-295
-4% -$72.2K 0.07% 194
2021
Q3
$1.48M Sell
7,429
-1,092
-13% -$217K 0.07% 191
2021
Q2
$1.59M Sell
8,521
-40
-0.5% -$7.47K 0.08% 183
2021
Q1
$1.79M Sell
8,561
-52
-0.6% -$10.8K 0.1% 173
2020
Q4
$1.52M Sell
8,613
-748
-8% -$132K 0.09% 174
2020
Q3
$1.15M Sell
9,361
-204
-2% -$25K 0.07% 180
2020
Q2
$1.33K Sell
9,565
-1,198
-11% -$167 0.02% 180
2020
Q1
$1.15K Sell
10,763
-7,131
-40% -$761 0.02% 183
2019
Q4
$2.5K Sell
17,894
-1,268
-7% -$177 0.05% 157
2019
Q3
$2.69K Sell
19,162
-2,879
-13% -$404 0.06% 152
2019
Q2
$3.21K Sell
22,041
-58,851
-73% -$8.57K 0.08% 131
2019
Q1
$12.7M Sell
80,892
-29,512
-27% -$4.63M 0.75% 32
2018
Q4
$17.9M Sell
110,404
-9,260
-8% -$1.5M 1.21% 17
2018
Q3
$23.9M Buy
119,664
+661
+0.6% +$132K 0.15% 17
2018
Q2
$20.5M Sell
119,003
-4,173
-3% -$720K 0.13% 20
2018
Q1
$17.8M Buy
123,176
+83,108
+207% +$12M 1.04% 25
2017
Q4
$5.26M Buy
40,068
+29,052
+264% +$3.81M 0.36% 79
2017
Q3
$1.33M Buy
11,016
+6
+0.1% +$723 0.09% 171
2017
Q2
$1.4M Hold
11,010
0.11% 161
2017
Q1
$1.57M Hold
11,010
0.12% 153
2016
Q4
$1.59M Sell
11,010
-3,000
-21% -$434K 0.14% 149
2016
Q3
$1.75M Hold
14,010
0.16% 132
2016
Q2
$1.6M Sell
14,010
-500
-3% -$56.9K 0.16% 136
2016
Q1
$1.54M Sell
14,510
-59
-0.4% -$6.25K 0.16% 123
2015
Q4
$1.41M Buy
14,569
+59
+0.4% +$5.72K 0.15% 107
2015
Q3
$1.68M Buy
14,510
+1,200
+9% +$139K 0.18% 90
2015
Q2
$1.6M Sell
13,310
-2,000
-13% -$241K 0.26% 55
2015
Q1
$1.76M Sell
15,310
-3,000
-16% -$345K 0.28% 49
2014
Q4
$2.39M Sell
18,310
-3,000
-14% -$391K 0.39% 37
2014
Q3
$2.53M Sell
21,310
-2,000
-9% -$237K 0.44% 40
2014
Q2
$2.6M Sell
23,310
-1,000
-4% -$111K 0.41% 46
2014
Q1
$2.59M Sell
24,310
-4,905
-17% -$523K 0.46% 36
2013
Q4
$2.65M Buy
29,215
+1,905
+7% +$173K 0.47% 36
2013
Q3
$2.34M Sell
27,310
-3,872
-12% -$332K 0.42% 42
2013
Q2
$2.15M Buy
+31,182
New +$2.15M 0.44% 36