Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$594K Sell
24,295
-6,115
-20% -$150K 0.01% 448
2025
Q1
$842K Sell
30,410
-1,798
-6% -$49.8K 0.01% 369
2024
Q4
$1.05M Buy
32,208
+548
+2% +$17.9K 0.01% 311
2024
Q3
$1.14M Buy
31,660
+1,005
+3% +$36K 0.01% 309
2024
Q2
$1.07M Sell
30,655
-264
-0.9% -$9.25K 0.01% 291
2024
Q1
$934K Buy
30,919
+37
+0.1% +$1.12K 0.01% 314
2023
Q4
$929K Sell
30,882
-5,751
-16% -$173K 0.01% 306
2023
Q3
$941K Sell
36,633
-1,113
-3% -$28.6K 0.01% 283
2023
Q2
$1.16M Buy
37,746
+7,140
+23% +$219K 0.01% 244
2023
Q1
$898K Buy
30,606
+45
+0.1% +$1.32K 0.01% 307
2022
Q4
$821K Buy
30,561
+2,453
+9% +$65.9K 0.01% 311
2022
Q3
$700K Sell
28,108
-6,457
-19% -$161K 0.01% 308
2022
Q2
$1.13M Sell
34,565
-381
-1% -$12.5K 0.02% 217
2022
Q1
$1.27M Buy
34,946
+1,090
+3% +$39.6K 0.02% 202
2021
Q4
$1.28M Buy
33,856
+3,251
+11% +$122K 0.01% 204
2021
Q3
$837K Sell
30,605
-3,171
-9% -$86.7K 0.01% 261
2021
Q2
$1.02M Buy
33,776
+6,087
+22% +$184K 0.01% 222
2021
Q1
$879K Buy
27,689
+5,607
+25% +$178K 0.01% 234
2020
Q4
$543K Buy
22,082
+968
+5% +$23.8K 0.01% 312
2020
Q3
$401K Buy
21,114
+335
+2% +$6.36K 0.01% 343
2020
Q2
$362K Buy
20,779
+5,559
+37% +$96.8K 0.01% 362
2020
Q1
$264K Buy
15,220
+4,963
+48% +$86.1K 0.01% 365
2019
Q4
$211K Sell
10,257
-6,591
-39% -$136K ﹤0.01% 505
2019
Q3
$319K Sell
16,848
-5,702
-25% -$108K 0.01% 390
2019
Q2
$469K Buy
22,550
+1,091
+5% +$22.7K 0.01% 291
2019
Q1
$417K Buy
21,459
+948
+5% +$18.4K 0.01% 298
2018
Q4
$420K Sell
20,511
-1,377
-6% -$28.2K 0.01% 293
2018
Q3
$564K Buy
21,888
+360
+2% +$9.28K 0.01% 260
2018
Q2
$488K Buy
21,528
+3,420
+19% +$77.5K 0.01% 276
2018
Q1
$397K Buy
18,108
+61
+0.3% +$1.34K 0.01% 283
2017
Q4
$379K Buy
18,047
+1,840
+11% +$38.6K 0.01% 291
2017
Q3
$323K Buy
16,207
+3,252
+25% +$64.8K 0.01% 295
2017
Q2
$226K Buy
12,955
+479
+4% +$8.36K 0.01% 327
2017
Q1
$223K Buy
12,476
+166
+1% +$2.97K 0.01% 271
2016
Q4
$183K Buy
+12,310
New +$183K ﹤0.01% 229