Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$491K Sell
156,414
-9,958
-6% -$31.3K ﹤0.01% 3156
2025
Q1
$448K Buy
166,372
+3,793
+2% +$10.2K ﹤0.01% 3177
2024
Q4
$458K Sell
162,579
-1,455
-0.9% -$4.1K ﹤0.01% 3257
2024
Q3
$349K Sell
164,034
-236
-0.1% -$503 ﹤0.01% 3354
2024
Q2
$325K Sell
164,270
-13,016
-7% -$25.8K ﹤0.01% 3446
2024
Q1
$443K Buy
177,286
+8,092
+5% +$20.2K ﹤0.01% 3374
2023
Q4
$345K Sell
169,194
-18,936
-10% -$38.6K ﹤0.01% 3377
2023
Q3
$399K Buy
188,130
+4,718
+3% +$10K ﹤0.01% 3303
2023
Q2
$367K Sell
183,412
-49,072
-21% -$98.1K ﹤0.01% 3402
2023
Q1
$279K Sell
232,484
-56,944
-20% -$68.3K ﹤0.01% 3504
2022
Q4
$276K Sell
289,428
-21,083
-7% -$20.1K ﹤0.01% 3523
2022
Q3
$279K Sell
310,511
-8,461
-3% -$7.6K ﹤0.01% 3525
2022
Q2
$351K Buy
318,972
+57,882
+22% +$63.7K ﹤0.01% 3482
2022
Q1
$308K Buy
261,090
+93,824
+56% +$111K ﹤0.01% 3589
2021
Q4
$162K Buy
167,266
+14,200
+9% +$13.8K ﹤0.01% 3789
2021
Q3
$223K Buy
153,066
+24,902
+19% +$36.3K ﹤0.01% 3732
2021
Q2
$309K Sell
128,164
-55,479
-30% -$134K ﹤0.01% 3593
2021
Q1
$419K Buy
183,643
+6,605
+4% +$15.1K ﹤0.01% 3395
2020
Q4
$244K Sell
177,038
-3,409
-2% -$4.7K ﹤0.01% 3453
2020
Q3
$224K Buy
180,447
+1,258
+0.7% +$1.56K ﹤0.01% 3395
2020
Q2
$305K Buy
179,189
+989
+0.6% +$1.68K ﹤0.01% 3296
2020
Q1
$321K Sell
178,200
-227,111
-56% -$409K ﹤0.01% 3223
2019
Q4
$1.91M Buy
405,311
+161,703
+66% +$762K ﹤0.01% 2651
2019
Q3
$1.68M Sell
243,608
-15,236
-6% -$105K ﹤0.01% 2710
2019
Q2
$1.94M Buy
258,844
+11,513
+5% +$86.3K ﹤0.01% 2702
2019
Q1
$1.25M Buy
247,331
+76,968
+45% +$389K ﹤0.01% 2878
2018
Q4
$731K Buy
170,363
+26,246
+18% +$113K ﹤0.01% 3101
2018
Q3
$751K Buy
144,117
+56,499
+64% +$294K ﹤0.01% 3235
2018
Q2
$776K Buy
87,618
+6,552
+8% +$58K ﹤0.01% 3246
2018
Q1
$948K Buy
+81,066
New +$948K ﹤0.01% 3046