Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.11M Buy
66,149
+6,378
+11% +$782K 0.08% 243
2025
Q1
$5.45M Buy
59,771
+1,044
+2% +$95.2K 0.06% 304
2024
Q4
$6.77M Sell
58,727
-2,030
-3% -$234K 0.07% 277
2024
Q3
$7.2M Buy
60,757
+1,479
+2% +$175K 0.07% 281
2024
Q2
$8.18M Sell
59,278
-5,527
-9% -$762K 0.08% 228
2024
Q1
$7.39M Sell
64,805
-1,663
-3% -$190K 0.08% 252
2023
Q4
$5.09M Sell
66,468
-2,296
-3% -$176K 0.06% 301
2023
Q3
$4.74M Buy
68,764
+1,800
+3% +$124K 0.06% 301
2023
Q2
$3.62M Sell
66,964
-2,606
-4% -$141K 0.05% 369
2023
Q1
$2.8M Buy
69,570
+1,114
+2% +$44.8K 0.04% 413
2022
Q4
$2.75M Buy
68,456
+9,398
+16% +$378K 0.05% 391
2022
Q3
$2.02M Sell
59,058
-620
-1% -$21.2K 0.04% 439
2022
Q2
$2.76M Buy
59,678
+7,668
+15% +$354K 0.05% 369
2022
Q1
$2.61M Buy
52,010
+11,717
+29% +$588K 0.04% 417
2021
Q4
$2.26M Sell
40,293
-30,648
-43% -$1.72M 0.04% 419
2021
Q3
$3.74M Buy
70,941
+710
+1% +$37.4K 0.08% 258
2021
Q2
$3.55M Buy
70,231
+10,268
+17% +$519K 0.07% 275
2021
Q1
$2.68M Buy
59,963
+13,785
+30% +$616K 0.07% 285
2020
Q4
$1.72M Buy
46,178
+7,624
+20% +$283K 0.05% 334
2020
Q3
$1.32M Buy
38,554
+5,784
+18% +$198K 0.06% 321
2020
Q2
$912K Sell
32,770
-2,269
-6% -$63.1K 0.05% 376
2020
Q1
$707K Sell
35,039
-499
-1% -$10.1K 0.03% 466
2019
Q4
$926K Buy
35,538
+6,472
+22% +$169K 0.03% 489
2019
Q3
$764K Buy
29,066
+8,332
+40% +$219K 0.03% 521
2019
Q2
$534K Hold
20,734
0.03% 520
2019
Q1
$617K Sell
20,734
-20,204
-49% -$601K 0.04% 439
2018
Q4
$1.01M Buy
40,938
+2,918
+8% +$72.3K 0.08% 244
2018
Q3
$1.04M Buy
38,020
+4,750
+14% +$129K 0.08% 261
2018
Q2
$790K Buy
33,270
+9,735
+41% +$231K 0.07% 287
2018
Q1
$484K Buy
23,535
+1,186
+5% +$24.4K 0.07% 318
2017
Q4
$510K Buy
22,349
+820
+4% +$18.7K 0.08% 276
2017
Q3
$467K Hold
21,529
0.08% 296
2017
Q2
$369K Buy
21,529
+6,022
+39% +$103K 0.07% 356
2017
Q1
$279K Buy
+15,507
New +$279K 0.07% 339