Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.36M Sell
18,180
-980
-5% -$73.5K 0.02% 181
2024
Q4
$1.46M Buy
19,160
+150
+0.8% +$11.5K 0.02% 174
2024
Q3
$1.48M Sell
19,010
-75
-0.4% -$5.86K 0.03% 181
2024
Q2
$1.36M Sell
19,085
-1,045
-5% -$74.6K 0.02% 180
2024
Q1
$1.63M Buy
20,130
+2,225
+12% +$181K 0.03% 170
2023
Q4
$1.31M Sell
17,905
-1,868
-9% -$137K 0.03% 180
2023
Q3
$1.31M Buy
19,773
+2,611
+15% +$172K 0.03% 170
2023
Q2
$1.27M Buy
17,162
+40
+0.2% +$2.97K 0.03% 175
2023
Q1
$1.32M Sell
17,122
-31
-0.2% -$2.39K 0.03% 166
2022
Q4
$1.31M Buy
17,153
+11
+0.1% +$841 0.03% 168
2022
Q3
$1.21M Sell
17,142
-162
-0.9% -$11.5K 0.03% 170
2022
Q2
$1.47M Sell
17,304
-38
-0.2% -$3.22K 0.04% 165
2022
Q1
$1.42M Sell
17,342
-973
-5% -$79.4K 0.03% 171
2021
Q4
$1.44M Buy
18,315
+217
+1% +$17.1K 0.03% 175
2021
Q3
$1.42M Buy
18,098
+270
+2% +$21.2K 0.03% 177
2021
Q2
$1.39M Sell
17,828
-4,738
-21% -$368K 0.03% 182
2021
Q1
$1.78M Buy
22,566
+1,105
+5% +$87K 0.05% 165
2020
Q4
$1.59M Sell
21,461
-4,350
-17% -$323K 0.04% 169
2020
Q3
$1.61M Sell
25,811
-3,345
-11% -$208K 0.05% 158
2020
Q2
$1.59M Buy
29,156
+1,100
+4% +$60.1K 0.05% 153
2020
Q1
$1.28M Sell
28,056
-3,068
-10% -$140K 0.05% 152
2019
Q4
$2.66M Sell
31,124
-75
-0.2% -$6.42K 0.09% 130
2019
Q3
$2.48M Sell
31,199
-1,188
-4% -$94.3K 0.09% 133
2019
Q2
$2.29M Sell
32,387
-370
-1% -$26.2K 0.08% 136
2019
Q1
$2.19M Buy
32,757
+30,832
+1,602% +$2.06M 0.08% 135
2018
Q4
$121K Sell
1,925
-28,963
-94% -$1.82M 0.35% 62
2018
Q3
$2.26M Sell
30,888
-2,150
-7% -$158K 0.1% 128
2018
Q2
$2.26M Buy
33,038
+148
+0.4% +$10.1K 0.1% 127
2018
Q1
$1.97M Sell
32,890
-3,030
-8% -$182K 0.08% 142
2017
Q4
$2.18M Buy
35,920
+2,417
+7% +$147K 0.09% 139
2017
Q3
$1.81M Sell
33,503
-3,786
-10% -$204K 0.08% 149
2017
Q2
$1.88M Sell
37,289
-1,895
-5% -$95.4K 0.08% 143
2017
Q1
$2.04M Sell
39,184
-2,988
-7% -$155K 0.09% 140
2016
Q4
$2.34M Sell
42,172
-1,595
-4% -$88.3K 0.11% 129
2016
Q3
$2.15M Sell
43,767
-2,280
-5% -$112K 0.1% 132
2016
Q2
$2.34M Sell
46,047
-16,583
-26% -$842K 0.12% 121
2016
Q1
$2.93M Sell
62,630
-104,434
-63% -$4.88M 0.15% 110
2015
Q4
$6.85M Sell
167,064
-78
-0% -$3.2K 0.35% 73
2015
Q3
$6.51M Sell
167,142
-28,703
-15% -$1.12M 0.35% 73
2015
Q2
$7.07M Buy
195,845
+190,433
+3,519% +$6.87M 0.35% 77
2015
Q1
$204K Hold
5,412
0.01% 284
2014
Q4
$215K Hold
5,412
0.01% 287
2014
Q3
$205K Buy
+5,412
New +$205K 0.01% 291