Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$377K Sell
3,817
-167
-4% -$16.5K 0.02% 246
2025
Q1
$416K Buy
3,984
+43
+1% +$4.49K 0.02% 238
2024
Q4
$533K Sell
3,941
-340
-8% -$46K 0.03% 220
2024
Q3
$667K Sell
4,281
-341
-7% -$53.1K 0.03% 207
2024
Q2
$684K Buy
4,622
+38
+0.8% +$5.63K 0.04% 190
2024
Q1
$812K Sell
4,584
-14
-0.3% -$2.48K 0.04% 177
2023
Q4
$655K Sell
4,598
-216
-4% -$30.8K 0.04% 194
2023
Q3
$532K Sell
4,814
-2,042
-30% -$226K 0.03% 203
2023
Q2
$904K Sell
6,856
-716
-9% -$94.4K 0.05% 163
2023
Q1
$1.25M Sell
7,572
-1,059
-12% -$175K 0.07% 152
2022
Q4
$1.29M Buy
8,631
+2,038
+31% +$304K 0.07% 161
2022
Q3
$978K Buy
6,593
+1
+0% +$148 0.06% 156
2022
Q2
$931K Sell
6,592
-746
-10% -$105K 0.05% 160
2022
Q1
$1.56M Sell
7,338
-152
-2% -$32.3K 0.07% 148
2021
Q4
$1.73M Buy
7,490
+197
+3% +$45.6K 0.08% 142
2021
Q3
$1.67M Sell
7,293
-224
-3% -$51.3K 0.09% 140
2021
Q2
$1.82M Buy
7,517
+100
+1% +$24.2K 0.09% 130
2021
Q1
$1.47M Buy
7,417
+232
+3% +$46K 0.08% 139
2020
Q4
$1.27M Buy
7,185
+95
+1% +$16.8K 0.08% 141
2020
Q3
$1.12M Sell
7,090
-318
-4% -$50.1K 0.08% 141
2020
Q2
$888K Buy
7,408
+1,007
+16% +$121K 0.07% 152
2020
Q1
$595K Buy
6,401
+420
+7% +$39K 0.05% 214
2019
Q4
$767K Buy
5,981
+2,222
+59% +$285K 0.05% 266
2019
Q3
$402K Sell
3,759
-166
-4% -$17.8K 0.03% 210
2019
Q2
$340K Sell
3,925
-314
-7% -$27.2K 0.03% 212
2019
Q1
$340K Sell
4,239
-559
-12% -$44.8K 0.03% 215
2018
Q4
$317K Buy
4,798
+1,350
+39% +$89.2K 0.03% 211
2018
Q3
$304K Buy
3,448
+8
+0.2% +$705 0.03% 227
2018
Q2
$262K Buy
3,440
+80
+2% +$6.09K 0.02% 235
2018
Q1
$233K Buy
3,360
+9
+0.3% +$624 0.02% 240
2017
Q4
$219K Buy
+3,351
New +$219K 0.02% 258
2017
Q2
Sell
-3,786
Closed -$209K 256
2017
Q1
$209K Buy
3,786
+512
+16% +$28.3K 0.02% 235
2016
Q4
$236K Buy
3,274
+24
+0.7% +$1.73K 0.02% 235
2016
Q3
$223K Sell
3,250
-175
-5% -$12K 0.02% 232
2016
Q2
$239K Sell
3,425
-432
-11% -$30.1K 0.02% 226
2016
Q1
$317K Buy
3,857
+7
+0.2% +$575 0.03% 199
2015
Q4
$280K Sell
3,850
-168
-4% -$12.2K 0.03% 211
2015
Q3
$316K Buy
4,018
+7
+0.2% +$551 0.04% 202
2015
Q2
$327K Buy
4,011
+182
+5% +$14.8K 0.04% 210
2015
Q1
$314K Buy
3,829
+629
+20% +$51.6K 0.03% 215
2014
Q4
$243K Sell
3,200
-193
-6% -$14.7K 0.03% 244
2014
Q3
$213K Buy
+3,393
New +$213K 0.02% 264
2014
Q2
Sell
-4,434
Closed -$268K 284
2014
Q1
$268K Buy
+4,434
New +$268K 0.03% 221
2013
Q4
Sell
-3,296
Closed -$211K 246
2013
Q3
$211K Sell
3,296
-667
-17% -$42.7K 0.03% 219
2013
Q2
$273K Buy
+3,963
New +$273K 0.04% 193