Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61.2M Buy
172,420
+1,054
+0.6% +$374K 3.81% 6
2025
Q1
$60.1M Buy
171,366
+3,338
+2% +$1.17M 3.92% 4
2024
Q4
$53.1M Buy
168,028
+4,262
+3% +$1.35M 3.31% 12
2024
Q3
$45M Buy
163,766
+3,538
+2% +$973K 2.83% 12
2024
Q2
$42.1M Buy
160,228
+5,413
+3% +$1.42M 2.77% 12
2024
Q1
$43.2M Buy
154,815
+3,218
+2% +$898K 2.94% 11
2023
Q4
$39.5M Buy
151,597
+25,414
+20% +$6.62M 3.17% 8
2023
Q3
$29M Sell
126,183
-1,244
-1% -$286K 2.99% 8
2023
Q2
$30.3M Buy
127,427
+3,121
+3% +$741K 4.82% 5
2023
Q1
$28M Buy
124,306
+3,999
+3% +$902K 5.53% 5
2022
Q4
$25M Sell
120,307
-4,695
-4% -$975K 6.09% 7
2022
Q3
$22.2M Buy
125,002
+9,391
+8% +$1.67M 4.89% 10
2022
Q2
$22.8M Sell
115,611
-2,623
-2% -$516K 5.97% 9
2022
Q1
$26.2M Buy
118,234
+2,070
+2% +$459K 2.46% 17
2021
Q4
$25.2M Buy
116,164
+8,905
+8% +$1.93M 1.94% 27
2021
Q3
$23.9M Buy
107,259
+5,797
+6% +$1.29M 2.09% 23
2021
Q2
$23.7M Buy
101,462
+4,793
+5% +$1.12M 1.9% 26
2021
Q1
$20.5M Buy
96,669
+6,130
+7% +$1.3M 1.93% 29
2020
Q4
$19.8M Buy
90,539
+7,071
+8% +$1.55M 2.13% 22
2020
Q3
$16.7M Sell
83,468
-1,139
-1% -$228K 2.13% 23
2020
Q2
$16.3M Buy
84,607
+10,676
+14% +$2.06M 2.56% 13
2020
Q1
$11.9M Buy
73,931
+2,805
+4% +$452K 2.92% 17
2019
Q4
$13.4M Buy
71,126
+942
+1% +$177K 2.11% 28
2019
Q3
$12.1M Buy
70,184
+3,969
+6% +$683K 2.26% 29
2019
Q2
$11.5M Sell
66,215
-874
-1% -$152K 2.59% 22
2019
Q1
$10.5M Sell
67,089
-170
-0.3% -$26.6K 3.33% 13
2018
Q4
$8.87M Sell
67,259
-59,772
-47% -$7.89M 3.45% 11
2018
Q3
$19.1M Buy
127,031
+7,576
+6% +$1.14M 2.74% 9
2018
Q2
$15.8M Sell
119,455
-1,252
-1% -$166K 2.48% 14
2018
Q1
$14.4M Buy
120,707
+4,482
+4% +$536K 2.29% 17
2017
Q4
$13.3M Buy
116,225
+1,931
+2% +$220K 2.02% 20
2017
Q3
$12M Buy
114,294
+1,800
+2% +$189K 1.94% 24
2017
Q2
$10.6M Buy
112,494
+8,519
+8% +$799K 1.72% 28
2017
Q1
$9.24M Buy
103,975
+8,619
+9% +$766K 1.62% 29
2016
Q4
$7.44M Buy
95,356
+9,904
+12% +$773K 1.45% 36
2016
Q3
$7.07M Buy
85,452
+5,391
+7% +$446K 1.38% 40
2016
Q2
$5.94M Buy
80,061
+16,545
+26% +$1.23M 1.23% 37
2016
Q1
$4.86M Sell
63,516
-469
-0.7% -$35.9K 1.25% 34
2015
Q4
$4.96M Sell
63,985
-480
-0.7% -$37.2K 1.06% 41
2015
Q3
$5M Sell
64,465
-48,456
-43% -$3.76M 1.17% 34
2015
Q2
$7.58M Buy
112,921
+2,965
+3% +$199K 1.55% 24
2015
Q1
$7.19M Buy
109,956
+3,812
+4% +$249K 1.55% 26
2014
Q4
$6.96M Sell
106,144
-3,140
-3% -$206K 1.49% 24
2014
Q3
$5.83M Buy
109,284
+1,300
+1% +$69.4K 1.3% 30
2014
Q2
$5.69M Buy
107,984
+524
+0.5% +$27.6K 1.34% 29
2014
Q1
$5.8M Buy
107,460
+6,672
+7% +$360K 1.41% 27
2013
Q4
$5.61M Sell
100,788
-1,428
-1% -$79.5K 1.4% 29
2013
Q3
$4.88M Buy
102,216
+12,448
+14% +$595K 1.32% 32
2013
Q2
$4.1M Buy
+89,768
New +$4.1M 1.24% 31