Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
14,474
-154
-1% -$11.5K 0.02% 266
2025
Q1
$991K Hold
14,628
0.02% 268
2024
Q4
$906K Sell
14,628
-17
-0.1% -$1.05K 0.02% 286
2024
Q3
$954K Sell
14,645
-59
-0.4% -$3.84K 0.02% 271
2024
Q2
$790K Sell
14,704
-1,070
-7% -$57.5K 0.02% 279
2024
Q1
$833K Sell
15,774
-968
-6% -$51.1K 0.02% 275
2023
Q4
$730K Sell
16,742
-2,067
-11% -$90.2K 0.02% 286
2023
Q3
$829K Sell
18,809
-7,580
-29% -$334K 0.02% 247
2023
Q2
$1.18M Buy
26,389
+29
+0.1% +$1.3K 0.03% 218
2023
Q1
$1.17M Sell
26,360
-9,215
-26% -$409K 0.04% 214
2022
Q4
$1.48M Sell
35,575
-380
-1% -$15.8K 0.05% 186
2022
Q3
$1.32M Sell
35,955
-3,891
-10% -$143K 0.05% 173
2022
Q2
$1.66M Buy
39,846
+3,608
+10% +$150K 0.06% 161
2022
Q1
$2.08M Sell
36,238
-502
-1% -$28.7K 0.07% 157
2021
Q4
$2.44M Sell
36,740
-915
-2% -$60.9K 0.08% 146
2021
Q3
$2.62M Sell
37,655
-500
-1% -$34.8K 0.1% 131
2021
Q2
$2.68M Sell
38,155
-500
-1% -$35.1K 0.1% 132
2021
Q1
$2.37M Sell
38,655
-5,479
-12% -$336K 0.1% 133
2020
Q4
$2.22M Buy
44,134
+941
+2% +$47.3K 0.1% 127
2020
Q3
$2.25M Hold
43,193
0.12% 116
2020
Q2
$2.27M Buy
43,193
+1,250
+3% +$65.5K 0.13% 115
2020
Q1
$1.26M Sell
41,943
-2,075
-5% -$62.3K 0.09% 147
2019
Q4
$1.59M Buy
44,018
+290
+0.7% +$10.5K 0.09% 147
2019
Q3
$1.71M Sell
43,728
-2,766
-6% -$108K 0.1% 142
2019
Q2
$1.84M Sell
46,494
-2,466
-5% -$97.4K 0.11% 137
2019
Q1
$1.82M Sell
48,960
-3,986
-8% -$148K 0.12% 146
2018
Q4
$1.49M Sell
52,946
-11,005
-17% -$309K 0.11% 150
2018
Q3
$2.11M Sell
63,951
-6,345
-9% -$210K 0.13% 136
2018
Q2
$2.55M Sell
70,296
-11,650
-14% -$422K 0.19% 111
2018
Q1
$3.3M Sell
81,946
-113,537
-58% -$4.57M 0.23% 107
2017
Q4
$7.38M Sell
195,483
-22,277
-10% -$841K 0.51% 66
2017
Q3
$8.38M Buy
217,760
+1,367
+0.6% +$52.6K 0.61% 53
2017
Q2
$7.56M Buy
216,393
+3,418
+2% +$119K 0.59% 59
2017
Q1
$7.15M Buy
212,975
+35,443
+20% +$1.19M 0.57% 64
2016
Q4
$5.27M Buy
+177,532
New +$5.27M 0.44% 74
2015
Q4
$2.09M Buy
+75,957
New +$2.09M 0.22% 103
2014
Q4
$876K Buy
+37,082
New +$876K 0.09% 123
2013
Q4
$244K Buy
+10,573
New +$244K 0.03% 208