Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$922K Sell
38,046
-1,135
-3% -$27.5K 0.05% 361
2025
Q1
$993K Buy
39,181
+36
+0.1% +$912 0.06% 320
2024
Q4
$1.04M Sell
39,145
-1,804
-4% -$47.9K 0.06% 288
2024
Q3
$1.19M Buy
40,949
+2,764
+7% +$80K 0.08% 257
2024
Q2
$1.07M Buy
38,185
+2,478
+7% +$69.3K 0.07% 268
2024
Q1
$991K Sell
35,707
-5,481
-13% -$152K 0.07% 249
2023
Q4
$1.19M Sell
41,188
-43,338
-51% -$1.25M 0.09% 231
2023
Q3
$2.8M Buy
84,526
+225
+0.3% +$7.46K 0.24% 115
2023
Q2
$3.09M Buy
84,301
+17,370
+26% +$637K 0.27% 103
2023
Q1
$2.73M Buy
66,931
+4,273
+7% +$174K 0.26% 89
2022
Q4
$3.21M Sell
62,658
-10,920
-15% -$559K 0.32% 72
2022
Q3
$3.22M Buy
73,578
+15,691
+27% +$686K 0.29% 74
2022
Q2
$3.03M Buy
57,887
+10,385
+22% +$544K 0.32% 64
2022
Q1
$2.46M Buy
47,502
+4,779
+11% +$247K 0.25% 99
2021
Q4
$2.52M Sell
42,723
-8,847
-17% -$522K 0.25% 94
2021
Q3
$2.22M Buy
51,570
+5,055
+11% +$217K 0.24% 105
2021
Q2
$1.82M Buy
46,515
+10,242
+28% +$401K 0.2% 126
2021
Q1
$1.31M Sell
36,273
-4,969
-12% -$180K 0.16% 149
2020
Q4
$1.52M Sell
41,242
-1,736
-4% -$63.9K 0.21% 121
2020
Q3
$1.5M Buy
42,978
+853
+2% +$29.7K 0.24% 98
2020
Q2
$1.31M Buy
42,125
+88
+0.2% +$2.73K 0.24% 100
2020
Q1
$1.3M Buy
42,037
+4,653
+12% +$144K 0.29% 85
2019
Q4
$1.39M Sell
37,384
-5,112
-12% -$190K 0.25% 102
2019
Q3
$1.45M Sell
42,496
-492
-1% -$16.8K 0.28% 97
2019
Q2
$1.77M Buy
42,988
+4,763
+12% +$196K 0.31% 70
2019
Q1
$1.54M Buy
38,225
+472
+1% +$19K 0.29% 71
2018
Q4
$1.56M Sell
37,753
-2,818
-7% -$117K 0.37% 64
2018
Q3
$1.7M Sell
40,571
-618
-2% -$25.8K 0.32% 72
2018
Q2
$1.42M Buy
41,189
+1,315
+3% +$45.2K 0.29% 80
2018
Q1
$1.34M Sell
39,874
-1,615
-4% -$54.4K 0.3% 78
2017
Q4
$1.43M Buy
+41,489
New +$1.43M 0.32% 76