Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
27,617
+3,407
+14% +$147K 0.08% 157
2025
Q1
$1.1M Buy
24,210
+1,441
+6% +$65.4K 0.09% 142
2024
Q4
$911K Sell
22,769
-2,470
-10% -$98.8K 0.07% 154
2024
Q3
$1.13M Buy
25,239
+1,832
+8% +$82.3K 0.09% 141
2024
Q2
$955K Buy
23,407
+6,593
+39% +$269K 0.09% 148
2024
Q1
$706K Buy
16,814
+2,813
+20% +$118K 0.07% 159
2023
Q4
$528K Buy
14,001
+1,706
+14% +$64.3K 0.06% 168
2023
Q3
$398K Sell
12,295
-1,684
-12% -$54.6K 0.05% 192
2023
Q2
$520K Sell
13,979
-680
-5% -$25.3K 0.07% 163
2023
Q1
$570K Sell
14,659
-994
-6% -$38.7K 0.08% 151
2022
Q4
$617K Buy
15,653
+5,854
+60% +$231K 0.1% 145
2022
Q3
$372K Sell
9,799
-1,702
-15% -$64.6K 0.06% 167
2022
Q2
$516K Sell
11,501
-2,803
-20% -$126K 0.08% 139
2022
Q1
$729K Buy
14,304
+2,703
+23% +$138K 0.11% 118
2021
Q4
$603K Sell
11,601
-86
-0.7% -$4.47K 0.07% 131
2021
Q3
$631K Buy
11,687
+1,582
+16% +$85.4K 0.08% 130
2021
Q2
$566K Buy
10,105
+1,673
+20% +$93.7K 0.06% 144
2021
Q1
$490K Buy
8,432
+308
+4% +$17.9K 0.05% 153
2020
Q4
$477K Sell
8,124
-239
-3% -$14K 0.04% 153
2020
Q3
$498K Buy
8,363
+2,360
+39% +$141K 0.05% 134
2020
Q2
$331K Sell
6,003
-369
-6% -$20.3K 0.03% 151
2020
Q1
$342K Sell
6,372
-146
-2% -$7.84K 0.04% 134
2019
Q4
$400K Sell
6,518
-157
-2% -$9.64K 0.04% 136
2019
Q3
$403K Buy
6,675
+74
+1% +$4.47K 0.05% 131
2019
Q2
$377K Buy
6,601
+88
+1% +$5.03K 0.04% 141
2019
Q1
$385K Buy
6,513
+668
+11% +$39.5K 0.04% 140
2018
Q4
$329K Sell
5,845
-1,127
-16% -$63.4K 0.04% 149
2018
Q3
$372K Buy
6,972
+335
+5% +$17.9K 0.05% 125
2018
Q2
$334K Sell
6,637
-1,196
-15% -$60.2K 0.04% 125
2018
Q1
$375K Sell
7,833
-248
-3% -$11.9K 0.05% 110
2017
Q4
$428K Sell
8,081
-2,866
-26% -$152K 0.06% 106
2017
Q3
$542K Sell
10,947
-1,412
-11% -$69.9K 0.08% 95
2017
Q2
$552K Buy
12,359
+78
+0.6% +$3.48K 0.11% 88
2017
Q1
$599K Sell
12,281
-1,184
-9% -$57.7K 0.12% 79
2016
Q4
$719K Sell
13,465
-2,182
-14% -$117K 0.16% 65
2016
Q3
$813K Buy
15,647
+7,285
+87% +$379K 0.31% 50
2016
Q2
$467K Buy
8,362
+1,394
+20% +$77.9K 0.2% 83
2016
Q1
$377K Buy
6,968
+373
+6% +$20.2K 0.19% 92
2015
Q4
$305K Sell
6,595
-95
-1% -$4.39K 0.16% 97
2015
Q3
$291K Buy
6,690
+1,202
+22% +$52.3K 0.16% 84
2015
Q2
$260K Hold
5,488
0.12% 85
2015
Q1
$267K Buy
+5,488
New +$267K 0.13% 79