Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$532K Buy
18,378
+920
+5% +$26.6K 0.08% 192
2025
Q1
$494K Sell
17,458
-594
-3% -$16.8K 0.09% 201
2024
Q4
$411K Sell
18,052
-4,321
-19% -$98.4K 0.07% 210
2024
Q3
$492K Sell
22,373
-4,371
-16% -$96.2K 0.08% 207
2024
Q2
$511K Sell
26,744
-2,824
-10% -$54K 0.09% 193
2024
Q1
$520K Buy
29,568
+4,600
+18% +$81K 0.1% 186
2023
Q4
$419K Sell
24,968
-1,181
-5% -$19.8K 0.1% 191
2023
Q3
$393K Sell
26,149
-1,062
-4% -$16K 0.1% 180
2023
Q2
$434K Buy
27,211
+2,930
+12% +$46.7K 0.12% 169
2023
Q1
$467K Buy
24,281
+6,298
+35% +$121K 0.13% 160
2022
Q4
$331K Buy
17,983
+3,645
+25% +$67.1K 0.11% 179
2022
Q3
$220K Sell
14,338
-59,737
-81% -$917K 0.08% 178
2022
Q2
$1.55M Sell
74,075
-52,454
-41% -$1.1M 0.49% 57
2022
Q1
$2.26M Sell
126,529
-15,857
-11% -$283K 0.66% 45
2021
Q4
$2.65M Buy
142,386
+101,489
+248% +$1.89M 0.72% 40
2021
Q3
$834K Sell
40,897
-196
-0.5% -$4K 0.26% 91
2021
Q2
$893K Sell
41,093
-1,215
-3% -$26.4K 0.29% 92
2021
Q1
$967K Sell
42,308
-15,986
-27% -$365K 0.34% 78
2020
Q4
$1.27M Buy
58,294
+977
+2% +$21.2K 0.47% 56
2020
Q3
$1.23M Sell
57,317
-10,441
-15% -$225K 0.53% 50
2020
Q2
$1.55M Buy
67,758
+4,558
+7% +$104K 0.8% 42
2020
Q1
$1.39M Buy
63,200
+18,585
+42% +$409K 0.85% 35
2019
Q4
$1.32M Sell
44,615
-2,554
-5% -$75.4K 0.6% 51
2019
Q3
$1.35M Buy
47,169
+8,708
+23% +$249K 0.76% 46
2019
Q2
$973K Sell
38,461
-645
-2% -$16.3K 0.54% 52
2019
Q1
$926K Buy
39,106
+8,665
+28% +$205K 0.53% 55
2018
Q4
$656K Sell
30,441
-4,625
-13% -$99.7K 0.44% 64
2018
Q3
$889K Sell
35,066
-7,122
-17% -$181K 0.51% 56
2018
Q2
$1.02M Buy
42,188
+3,714
+10% +$90.1K 0.63% 47
2018
Q1
$1.04M Buy
38,474
+1,234
+3% +$33.2K 0.65% 47
2017
Q4
$1.09M Sell
37,240
-591
-2% -$17.4K 0.71% 44
2017
Q3
$1.12M Buy
37,831
+1,290
+4% +$38.2K 0.72% 42
2017
Q2
$1.04M Buy
36,541
+7,487
+26% +$213K 0.73% 40
2017
Q1
$912K Sell
29,054
-120
-0.4% -$3.77K 0.68% 43
2016
Q4
$937K Buy
+29,174
New +$937K 0.79% 42