Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$537K Buy
11,250
+17
+0.2% +$811 ﹤0.01% 1047
2025
Q1
$512K Sell
11,233
-3,577
-24% -$163K ﹤0.01% 1057
2024
Q4
$616K Sell
14,810
-2,684
-15% -$112K ﹤0.01% 1087
2024
Q3
$795K Sell
17,494
-303
-2% -$13.8K ﹤0.01% 988
2024
Q2
$691K Buy
17,797
+135
+0.8% +$5.24K ﹤0.01% 993
2024
Q1
$698K Hold
17,662
﹤0.01% 1009
2023
Q4
$726K Buy
17,662
+1,266
+8% +$52.1K ﹤0.01% 989
2023
Q3
$623K Sell
16,396
-1,182
-7% -$44.9K ﹤0.01% 995
2023
Q2
$757K Buy
17,578
+1,114
+7% +$48K ﹤0.01% 971
2023
Q1
$700K Sell
16,464
-715
-4% -$30.4K ﹤0.01% 984
2022
Q4
$688K Sell
17,179
-1,226
-7% -$49.1K ﹤0.01% 987
2022
Q3
$699K Sell
18,405
-517
-3% -$19.6K ﹤0.01% 949
2022
Q2
$895K Buy
18,922
+411
+2% +$19.4K ﹤0.01% 808
2022
Q1
$916K Buy
18,511
+192
+1% +$9.5K ﹤0.01% 780
2021
Q4
$884K Sell
18,319
-459
-2% -$22.1K ﹤0.01% 812
2021
Q3
$832K Sell
18,778
-34
-0.2% -$1.51K ﹤0.01% 811
2021
Q2
$832K Sell
18,812
-4
-0% -$177 ﹤0.01% 819
2021
Q1
$816K Sell
18,816
-871
-4% -$37.8K ﹤0.01% 815
2020
Q4
$804K Buy
19,687
+73
+0.4% +$2.98K ﹤0.01% 848
2020
Q3
$802K Sell
19,614
-283
-1% -$11.6K ﹤0.01% 789
2020
Q2
$757K Buy
19,897
+673
+4% +$25.6K ﹤0.01% 782
2020
Q1
$741K Buy
19,224
+1,577
+9% +$60.8K ﹤0.01% 775
2019
Q4
$732K Sell
17,647
-12,317
-41% -$511K ﹤0.01% 717
2019
Q3
$1.27M Sell
29,964
-3,023
-9% -$128K 0.01% 652
2019
Q2
$1.3M Sell
32,987
-945
-3% -$37.3K 0.01% 650
2019
Q1
$1.25M Sell
33,932
-2,294
-6% -$84.8K 0.01% 655
2018
Q4
$1.21M Sell
36,226
-2,065
-5% -$68.9K 0.01% 624
2018
Q3
$1.24M Sell
38,291
-830
-2% -$26.9K 0.01% 696
2018
Q2
$1.25M Sell
39,121
-262
-0.7% -$8.35K 0.01% 694
2018
Q1
$1.33M Sell
39,383
-24,383
-38% -$823K 0.01% 667
2017
Q4
$2.34M Sell
63,766
-326
-0.5% -$12K 0.01% 512
2017
Q3
$2.29M Buy
64,092
+5,763
+10% +$206K 0.01% 511
2017
Q2
$2.05M Buy
58,329
+2,143
+4% +$75.4K 0.01% 527
2017
Q1
$1.86M Buy
56,186
+35,876
+177% +$1.19M 0.01% 553
2016
Q4
$627K Buy
+20,310
New +$627K ﹤0.01% 957