Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$952K Sell
19,805
-673
-3% -$32.4K 0.01% 324
2025
Q1
$994K Sell
20,478
-680
-3% -$33K 0.01% 327
2024
Q4
$1.03M Sell
21,158
-2,456
-10% -$120K 0.01% 316
2024
Q3
$1.47M Buy
23,614
+2,314
+11% +$144K 0.01% 253
2024
Q2
$1.22M Buy
21,300
+107
+0.5% +$6.11K 0.01% 264
2024
Q1
$1.22M Buy
21,193
+62
+0.3% +$3.58K 0.01% 264
2023
Q4
$1.44M Buy
21,131
+296
+1% +$20.2K 0.02% 225
2023
Q3
$1.19M Buy
20,835
+15
+0.1% +$853 0.01% 235
2023
Q2
$1.24M Buy
20,820
+53
+0.3% +$3.16K 0.01% 233
2023
Q1
$1.32M Buy
20,767
+93
+0.4% +$5.9K 0.01% 231
2022
Q4
$1.28M Sell
20,674
-74
-0.4% -$4.59K 0.02% 220
2022
Q3
$1.04M Sell
20,748
-582
-3% -$29.1K 0.02% 237
2022
Q2
$1.2M Sell
21,330
-5,009
-19% -$281K 0.02% 207
2022
Q1
$1.82M Sell
26,339
-267
-1% -$18.4K 0.02% 151
2021
Q4
$1.43M Sell
26,606
-3,114
-10% -$168K 0.02% 179
2021
Q3
$1.42M Hold
29,720
0.02% 171
2021
Q2
$1.93M Hold
29,720
0.02% 130
2021
Q1
$1.84M Sell
29,720
-63
-0.2% -$3.9K 0.02% 125
2020
Q4
$1.74M Sell
29,783
-298
-1% -$17.4K 0.02% 122
2020
Q3
$1.39M Buy
30,081
+1,102
+4% +$50.8K 0.02% 129
2020
Q2
$1.29M Buy
28,979
+4,124
+17% +$183K 0.02% 130
2020
Q1
$813K Sell
24,855
-1,519
-6% -$49.7K 0.02% 159
2019
Q4
$1.29M Sell
26,374
-19,697
-43% -$961K 0.02% 142
2019
Q3
$2.03M Buy
46,071
+13,151
+40% +$579K 0.03% 98
2019
Q2
$1.71M Buy
32,920
+220
+0.7% +$11.4K 0.03% 107
2019
Q1
$1.6M Buy
32,700
+5,410
+20% +$264K 0.03% 112
2018
Q4
$1.18M Sell
27,290
-10,739
-28% -$463K 0.02% 134
2018
Q3
$1.69M Buy
38,029
+13,635
+56% +$606K 0.03% 111
2018
Q2
$1.09M Buy
24,394
+3,545
+17% +$158K 0.02% 146
2018
Q1
$826K Buy
20,849
+689
+3% +$27.3K 0.02% 170
2017
Q4
$827K Buy
20,160
+1,686
+9% +$69.2K 0.02% 176
2017
Q3
$668K Buy
18,474
+12,165
+193% +$440K 0.01% 187
2017
Q2
$200K Sell
6,309
-16,428
-72% -$521K ﹤0.01% 347
2017
Q1
$737K Buy
22,737
+14,812
+187% +$480K 0.02% 129
2016
Q4
$253K Buy
+7,925
New +$253K 0.01% 197