Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.01M Sell
82,101
-7,084
-8% -$173K 0.07% 165
2025
Q1
$2.47M Buy
89,185
+7,401
+9% +$205K 0.09% 142
2024
Q4
$2.67M Sell
81,784
-2,697
-3% -$88K 0.09% 142
2024
Q3
$3.03M Sell
84,481
-32
-0% -$1.15K 0.1% 137
2024
Q2
$2.96M Sell
84,513
-2,955
-3% -$103K 0.11% 132
2024
Q1
$2.64M Sell
87,468
-2,644
-3% -$79.9K 0.1% 146
2023
Q4
$2.71M Sell
90,112
-735
-0.8% -$22.1K 0.12% 129
2023
Q3
$2.33M Sell
90,847
-2,725
-3% -$70K 0.12% 131
2023
Q2
$2.87M Sell
93,572
-6,010
-6% -$185K 0.12% 119
2023
Q1
$2.92M Sell
99,582
-3,909
-4% -$115K 0.13% 114
2022
Q4
$2.78M Sell
103,491
-39,800
-28% -$1.07M 0.13% 118
2022
Q3
$3.57M Sell
143,291
-36,736
-20% -$916K 0.16% 90
2022
Q2
$5.9M Sell
180,027
-29,518
-14% -$968K 0.23% 73
2022
Q1
$7.61M Sell
209,545
-14,894
-7% -$541K 0.31% 72
2021
Q4
$8.46M Sell
224,439
-322
-0.1% -$12.1K 0.36% 62
2021
Q3
$6.15M Sell
224,761
-4,495
-2% -$123K 0.31% 78
2021
Q2
$6.92M Sell
229,256
-3,747
-2% -$113K 0.35% 71
2021
Q1
$7.4M Sell
233,003
-15,331
-6% -$487K 0.4% 64
2020
Q4
$6.11M Buy
248,334
+37,122
+18% +$913K 0.36% 67
2020
Q3
$4.01M Sell
211,212
-16,320
-7% -$310K 0.26% 86
2020
Q2
$3.97K Buy
227,532
+31,014
+16% +$541 0.05% 93
2020
Q1
$3.41K Sell
196,518
-70,884
-27% -$1.23K 0.07% 95
2019
Q4
$5.5K Sell
267,402
-69,356
-21% -$1.43K 0.11% 66
2019
Q3
$6.37K Sell
336,758
-254,718
-43% -$4.82K 0.15% 54
2019
Q2
$12.3K Sell
591,476
-353,067
-37% -$7.34K 0.31% 20
2019
Q1
$18.4M Sell
944,543
-310,769
-25% -$6.04M 1.09% 14
2018
Q4
$25.7M Sell
1,255,312
-108,273
-8% -$2.22M 1.74% 8
2018
Q3
$35.1M Sell
1,363,585
-55,456
-4% -$1.43M 0.22% 7
2018
Q2
$32.2M Sell
1,419,041
-42,515
-3% -$965K 0.2% 5
2018
Q1
$32M Buy
1,461,556
+16,072
+1% +$352K 1.87% 4
2017
Q4
$30.4M Sell
1,445,484
-29,738
-2% -$625K 2.1% 3
2017
Q3
$29.4M Sell
1,475,222
-27,399
-2% -$547K 2.1% 3
2017
Q2
$26.3M Sell
1,502,621
-81,714
-5% -$1.43M 2.05% 5
2017
Q1
$28.3M Sell
1,584,335
-40,093
-2% -$717K 2.18% 3
2016
Q4
$24.1M Buy
1,624,428
+699
+0% +$10.4K 2.07% 7
2016
Q3
$25.2M Sell
1,623,729
-65,145
-4% -$1.01M 2.31% 5
2016
Q2
$21.2M Buy
1,688,874
+1,410,727
+507% +$17.7M 2.07% 7
2016
Q1
$3.43M Buy
278,147
+151,495
+120% +$1.87M 0.36% 54
2015
Q4
$1.5M Sell
126,652
-22,520
-15% -$267K 0.16% 99
2015
Q3
$1.74M Buy
149,172
+101,811
+215% +$1.18M 0.19% 85
2015
Q2
$646K Sell
47,361
-15,852
-25% -$216K 0.1% 151
2015
Q1
$895K Buy
63,213
+31,784
+101% +$450K 0.14% 111
2014
Q4
$573K Buy
+31,429
New +$573K 0.09% 114
2014
Q3
Sell
-16,737
Closed -$256K 155
2014
Q2
$256K Sell
16,737
-31
-0.2% -$474 0.04% 178
2014
Q1
$247K Sell
16,768
-3,537
-17% -$52.1K 0.04% 162
2013
Q4
$258K Buy
+20,305
New +$258K 0.05% 238