Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.51M Buy
52,050
+507
+1% +$14.7K 0.09% 157
2025
Q1
$1.46M Buy
51,543
+4,928
+11% +$139K 0.09% 149
2024
Q4
$1.06M Buy
46,615
+1,421
+3% +$32.4K 0.07% 161
2024
Q3
$994K Sell
45,194
-9,650
-18% -$212K 0.07% 164
2024
Q2
$1.05M Sell
54,844
-30,400
-36% -$581K 0.08% 160
2024
Q1
$1.5M Buy
85,244
+6,745
+9% +$119K 0.12% 137
2023
Q4
$1.32M Buy
78,499
+35,509
+83% +$596K 0.11% 135
2023
Q3
$646K Sell
42,990
-39,533
-48% -$594K 0.06% 169
2023
Q2
$1.32M Buy
82,523
+17,011
+26% +$271K 0.12% 136
2023
Q1
$1.26M Buy
65,512
+977
+2% +$18.8K 0.11% 159
2022
Q4
$1.19M Buy
64,535
+20,544
+47% +$378K 0.11% 146
2022
Q3
$675K Buy
43,991
+1,462
+3% +$22.4K 0.08% 171
2022
Q2
$891K Buy
42,529
+9,507
+29% +$199K 0.1% 135
2022
Q1
$589K Sell
33,022
-33,994
-51% -$606K 0.06% 189
2021
Q4
$1.25M Sell
67,016
-1,763
-3% -$32.8K 0.13% 114
2021
Q3
$1.4M Sell
68,779
-205
-0.3% -$4.18K 0.14% 104
2021
Q2
$1.5M Sell
68,984
-1,485
-2% -$32.3K 0.15% 95
2021
Q1
$1.61M Buy
70,469
+20,301
+40% +$464K 0.17% 82
2020
Q4
$1.09M Buy
50,168
+435
+0.9% +$9.45K 0.13% 106
2020
Q3
$1.07M Sell
49,733
-3,896
-7% -$83.9K 0.15% 86
2020
Q2
$1.22M Buy
53,629
+22,422
+72% +$512K 0.19% 81
2020
Q1
$687K Buy
31,207
+5,001
+19% +$110K 0.13% 87
2019
Q4
$773K Buy
26,206
+3,314
+14% +$97.8K 0.13% 93
2019
Q3
$654K Buy
22,892
+184
+0.8% +$5.26K 0.12% 97
2019
Q2
$575K Buy
22,708
+1,607
+8% +$40.7K 0.11% 101
2019
Q1
$500K Sell
21,101
-5,207
-20% -$123K 0.11% 104
2018
Q4
$567K Sell
26,308
-7,118
-21% -$153K 0.16% 65
2018
Q3
$848K Buy
33,426
+1,056
+3% +$26.8K 0.19% 55
2018
Q2
$785K Sell
32,370
-17,615
-35% -$427K 0.2% 55
2018
Q1
$1.35M Sell
49,985
-759
-1% -$20.4K 0.32% 46
2017
Q4
$1.49M Buy
50,744
+17,599
+53% +$517K 0.36% 43
2017
Q3
$981K Buy
33,145
+396
+1% +$11.7K 0.25% 48
2017
Q2
$933K Buy
32,749
+3,287
+11% +$93.6K 0.26% 46
2017
Q1
$946K Hold
29,462
0.29% 45
2016
Q4
$946K Buy
29,462
+172
+0.6% +$5.52K 0.29% 45
2016
Q3
$898K Sell
29,290
-8,817
-23% -$270K 0.29% 45
2016
Q2
$1.24M Buy
38,107
+5,681
+18% +$185K 0.43% 41
2016
Q1
$959K Buy
32,426
+2,267
+8% +$67K 0.39% 38
2015
Q4
$784K Buy
30,159
+1,603
+6% +$41.7K 0.73% 22
2015
Q3
$703K Buy
+28,556
New +$703K 0.33% 39