Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$889K Buy
30,712
+431
+1% +$12.5K 0.12% 80
2025
Q1
$856K Sell
30,281
-3,632
-11% -$103K 0.12% 77
2024
Q4
$772K Buy
33,913
+873
+3% +$19.9K 0.11% 91
2024
Q3
$727K Sell
33,040
-2,931
-8% -$64.5K 0.1% 91
2024
Q2
$687K Buy
35,971
+725
+2% +$13.9K 0.1% 87
2024
Q1
$620K Buy
35,246
+4,116
+13% +$72.4K 0.08% 116
2023
Q4
$522K Buy
31,130
+1,212
+4% +$20.3K 0.07% 128
2023
Q3
$449K Buy
29,918
+2,490
+9% +$37.4K 0.07% 136
2023
Q2
$437K Sell
27,428
-2,533
-8% -$40.4K 0.07% 129
2023
Q1
$577K Buy
29,961
+4,426
+17% +$85.2K 0.1% 84
2022
Q4
$470K Sell
25,535
-6,677
-21% -$123K 0.09% 109
2022
Q3
$594K Buy
32,212
+5,483
+21% +$101K 0.13% 84
2022
Q2
$560K Buy
26,729
+2,216
+9% +$46.4K 0.1% 86
2022
Q1
$437K Sell
24,513
-413
-2% -$7.36K 0.07% 128
2021
Q4
$463K Buy
24,926
+4,228
+20% +$78.5K 0.07% 116
2021
Q3
$422K Sell
20,698
-3,714
-15% -$75.7K 0.08% 126
2021
Q2
$531K Sell
24,412
-5,219
-18% -$114K 0.1% 88
2021
Q1
$677K Buy
29,631
+5,142
+21% +$117K 0.13% 62
2020
Q4
$534K Buy
24,489
+2,218
+10% +$48.4K 0.12% 69
2020
Q3
$480K Buy
22,271
+2,596
+13% +$56K 0.11% 64
2020
Q2
$449K Sell
19,675
-2,331
-11% -$53.2K 0.11% 65
2020
Q1
$485K Buy
22,006
+3,613
+20% +$79.6K 0.14% 53
2019
Q4
$543K Sell
18,393
-2,856
-13% -$84.3K 0.13% 56
2019
Q3
$607K Buy
21,249
+1,090
+5% +$31.1K 0.17% 49
2019
Q2
$510K Sell
20,159
-1,790
-8% -$45.3K 0.15% 53
2019
Q1
$520K Buy
21,949
+3,642
+20% +$86.3K 0.16% 49
2018
Q4
$395K Buy
18,307
+734
+4% +$15.8K 0.14% 59
2018
Q3
$446K Buy
17,573
+4,220
+32% +$107K 0.14% 55
2018
Q2
$324K Buy
13,353
+726
+6% +$17.6K 0.11% 63
2018
Q1
$340K Buy
12,627
+1,990
+19% +$53.6K 0.12% 56
2017
Q4
$312K Sell
10,637
-192
-2% -$5.63K 0.11% 54
2017
Q3
$320K Sell
10,829
-9,708
-47% -$287K 0.12% 52
2017
Q2
$586K Buy
20,537
+8,609
+72% +$246K 0.21% 45
2017
Q1
$374K Buy
11,928
+982
+9% +$30.8K 0.15% 47
2016
Q4
$352K Buy
+10,946
New +$352K 0.16% 50