Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.78M Sell
1,562,023
-19,372
-1% -$84.1K 0.27% 85
2025
Q1
$7.88M Sell
1,581,395
-14,902
-0.9% -$74.2K 0.33% 77
2024
Q4
$10.3M Buy
1,596,297
+29,918
+2% +$193K 0.4% 69
2024
Q3
$5.59M Sell
1,566,379
-75,908
-5% -$271K 0.22% 94
2024
Q2
$9.02M Sell
1,642,287
-163,536
-9% -$898K 0.33% 76
2024
Q1
$12.2M Sell
1,805,823
-5,796
-0.3% -$39.2K 0.45% 68
2023
Q4
$11.1M Sell
1,811,619
-130,935
-7% -$801K 0.47% 69
2023
Q3
$14M Buy
1,942,554
+20,404
+1% +$147K 0.62% 54
2023
Q2
$16.6M Buy
1,922,150
+148,123
+8% +$1.28M 0.7% 44
2023
Q1
$16.4M Sell
1,774,027
-367,380
-17% -$3.4M 0.76% 44
2022
Q4
$27.5M Buy
2,141,407
+324,519
+18% +$4.17M 1.11% 30
2022
Q3
$16.7M Sell
1,816,888
-168,147
-8% -$1.55M 0.73% 40
2022
Q2
$24.5M Sell
1,985,035
-522,919
-21% -$6.46M 0.97% 30
2022
Q1
$38.6M Sell
2,507,954
-52,919
-2% -$814K 1% 26
2021
Q4
$40.4M Sell
2,560,873
-50,597
-2% -$799K 0.98% 27
2021
Q3
$33.6M Sell
2,611,470
-288,497
-10% -$3.71M 0.83% 32
2021
Q2
$31.9M Sell
2,899,967
-44,756
-2% -$492K 0.71% 36
2021
Q1
$28.3M Buy
2,944,723
+844,480
+40% +$8.12M 0.67% 39
2020
Q4
$13.8M Sell
2,100,243
-80,048
-4% -$527K 0.36% 74
2020
Q3
$13.2M Sell
2,180,291
-76,270
-3% -$462K 0.41% 69
2020
Q2
$16.4M Sell
2,256,561
-155,822
-6% -$1.13M 0.5% 56
2020
Q1
$17.2M Sell
2,412,383
-917,908
-28% -$6.55M 0.6% 43
2019
Q4
$31M Sell
3,330,291
-227,783
-6% -$2.12M 0.75% 39
2019
Q3
$32.8M Sell
3,558,074
-174,970
-5% -$1.61M 0.85% 31
2019
Q2
$34.8M Sell
3,733,044
-103,473
-3% -$963K 0.85% 31
2019
Q1
$36.5M Sell
3,836,517
-23,574
-0.6% -$224K 0.92% 29
2018
Q4
$34.4M Sell
3,860,091
-1,029,815
-21% -$9.19M 0.98% 28
2018
Q3
$52.3M Sell
4,889,906
-215,232
-4% -$2.3M 1.15% 21
2018
Q2
$46.2M Sell
5,105,138
-11,497
-0.2% -$104K 1.02% 25
2018
Q1
$47.4M Buy
5,116,635
+123,103
+2% +$1.14M 1.05% 27
2017
Q4
$36.6M Sell
4,993,532
-901,049
-15% -$6.6M 0.84% 35
2017
Q3
$51.3M Buy
5,894,581
+24,425
+0.4% +$212K 1.34% 22
2017
Q2
$55.4M Buy
5,870,156
+94,510
+2% +$891K 1.46% 20
2017
Q1
$48.9M Buy
5,775,646
+247,963
+4% +$2.1M 1.36% 24
2016
Q4
$59.1M Sell
5,527,683
-140,375
-2% -$1.5M 1.89% 10
2016
Q3
$44.2M Buy
5,668,058
+679,194
+14% +$5.29M 1.48% 16
2016
Q2
$34.1M Buy
4,988,864
+653,584
+15% +$4.46M 1.42% 19
2016
Q1
$38.4M Buy
4,335,280
+318,520
+8% +$2.82M 1.76% 14
2015
Q4
$26M Buy
4,016,760
+22,327
+0.6% +$145K 1.21% 25
2015
Q3
$24.3M Buy
+3,994,433
New +$24.3M 1.18% 25