Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$722K Buy
13,295
+22
+0.2% +$1.2K 0.01% 404
2025
Q1
$669K Hold
13,273
0.01% 422
2024
Q4
$603K Sell
13,273
-28
-0.2% -$1.27K 0.01% 466
2024
Q3
$631K Buy
13,301
+212
+2% +$10.1K 0.01% 461
2024
Q2
$601K Buy
13,089
+10
+0.1% +$459 0.01% 429
2024
Q1
$566K Buy
13,079
+59
+0.5% +$2.55K 0.01% 439
2023
Q4
$516K Buy
13,020
+200
+2% +$7.93K 0.01% 448
2023
Q3
$432K Buy
12,820
+667
+5% +$22.5K 0.01% 477
2023
Q2
$406K Sell
12,153
-33
-0.3% -$1.1K ﹤0.01% 502
2023
Q1
$395K Buy
12,186
+672
+6% +$21.8K ﹤0.01% 519
2022
Q4
$319K Sell
11,514
-133
-1% -$3.69K ﹤0.01% 565
2022
Q3
$283K Sell
11,647
-999
-8% -$24.3K ﹤0.01% 560
2022
Q2
$341K Sell
12,646
-1,732
-12% -$46.7K 0.01% 508
2022
Q1
$447K Buy
14,378
+1,046
+8% +$32.5K 0.01% 456
2021
Q4
$435K Buy
13,332
+65
+0.5% +$2.12K 0.01% 465
2021
Q3
$383K Sell
13,267
-22
-0.2% -$635 ﹤0.01% 495
2021
Q2
$354K Sell
13,289
-1,365
-9% -$36.4K ﹤0.01% 506
2021
Q1
$369K Buy
14,654
+975
+7% +$24.6K ﹤0.01% 473
2020
Q4
$337K Sell
13,679
-3,055
-18% -$75.3K ﹤0.01% 426
2020
Q3
$374K Sell
16,734
-1,136
-6% -$25.4K 0.01% 358
2020
Q2
$421K Buy
17,870
+2,128
+14% +$50.1K 0.01% 324
2020
Q1
$337K Sell
15,742
-1,574
-9% -$33.7K 0.01% 312
2019
Q4
$438K Sell
17,316
-129
-0.7% -$3.26K 0.01% 319
2019
Q3
$414K Buy
17,445
+1,169
+7% +$27.7K 0.01% 321
2019
Q2
$397K Buy
16,276
+598
+4% +$14.6K 0.01% 334
2019
Q1
$336K Buy
15,678
+3,197
+26% +$68.5K 0.01% 360
2018
Q4
$256K Sell
12,481
-12,290
-50% -$252K 0.01% 392
2018
Q3
$518K Buy
24,771
+4,471
+22% +$93.5K 0.01% 275
2018
Q2
$441K Buy
20,300
+2,743
+16% +$59.6K 0.01% 299
2018
Q1
$367K Sell
17,557
-4,489
-20% -$93.8K 0.01% 295
2017
Q4
$522K Hold
22,046
0.01% 243
2017
Q3
$493K Buy
22,046
+11,156
+102% +$249K 0.01% 236
2017
Q2
$238K Buy
+10,890
New +$238K 0.01% 319