Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$954K Buy
3,240
+214
+7% +$63K 0.01% 423
2025
Q1
$806K Buy
3,026
+399
+15% +$106K 0.01% 425
2024
Q4
$661K Buy
2,627
+213
+9% +$53.6K 0.01% 438
2024
Q3
$532K Buy
2,414
+334
+16% +$73.5K 0.01% 463
2024
Q2
$358K Buy
2,080
+51
+3% +$8.78K 0.01% 481
2024
Q1
$385K Sell
2,029
-45
-2% -$8.53K 0.01% 475
2023
Q4
$371K Sell
2,074
-182
-8% -$32.6K 0.01% 479
2023
Q3
$364K Sell
2,256
-2,357
-51% -$380K 0.01% 481
2023
Q2
$675K Buy
4,613
+922
+25% +$135K 0.01% 472
2023
Q1
$538K Buy
3,691
+133
+4% +$19.4K 0.01% 481
2022
Q4
$511K Sell
3,558
-751
-17% -$108K 0.01% 474
2022
Q3
$624K Buy
4,309
+397
+10% +$57.5K 0.01% 451
2022
Q2
$599K Sell
3,912
-1,657
-30% -$254K 0.01% 458
2022
Q1
$1.16M Buy
5,569
+401
+8% +$83.8K 0.02% 428
2021
Q4
$1.27M Buy
5,168
+19
+0.4% +$4.65K 0.02% 402
2021
Q3
$1.02M Buy
5,149
+217
+4% +$43.2K 0.01% 431
2021
Q2
$921K Sell
4,932
-195
-4% -$36.4K 0.01% 439
2021
Q1
$1.07M Buy
5,127
+85
+2% +$17.7K 0.01% 407
2020
Q4
$887K Sell
5,042
-77
-2% -$13.5K 0.01% 407
2020
Q3
$628K Buy
5,119
+96
+2% +$11.8K 0.01% 425
2020
Q2
$701K Sell
5,023
-63
-1% -$8.79K 0.01% 411
2020
Q1
$542K Sell
5,086
-2,969
-37% -$316K 0.01% 409
2019
Q4
$1.13M Sell
8,055
-567
-7% -$79.2K 0.01% 440
2019
Q3
$1.21M Buy
8,622
+239
+3% +$33.6K 0.02% 433
2019
Q2
$1.22M Sell
8,383
-2,898
-26% -$422K 0.02% 432
2019
Q1
$1.77M Buy
11,281
+162
+1% +$25.4K 0.02% 405
2018
Q4
$1.8M Buy
11,119
+3,294
+42% +$534K 0.03% 381
2018
Q3
$1.56M Buy
7,825
+900
+13% +$179K 0.02% 373
2018
Q2
$1.19M Buy
6,925
+1,257
+22% +$217K 0.02% 402
2018
Q1
$820K Sell
5,668
-4,531
-44% -$656K 0.01% 443
2017
Q4
$1.34M Sell
10,199
-9,015
-47% -$1.18M 0.02% 324
2017
Q3
$2.32M Buy
19,214
+2,396
+14% +$289K 0.04% 234
2017
Q2
$2.14M Buy
16,818
+1,057
+7% +$134K 0.04% 238
2017
Q1
$2.25M Sell
15,761
-996
-6% -$142K 0.05% 205
2016
Q4
$2.43M Buy
16,757
+880
+6% +$127K 0.06% 167
2016
Q3
$1.98M Sell
15,877
-2,597
-14% -$324K 0.05% 202
2016
Q2
$2.1M Buy
18,474
+622
+3% +$70.8K 0.05% 185
2016
Q1
$1.89M Buy
17,852
+2,377
+15% +$252K 0.05% 212
2015
Q4
$1.5M Sell
15,475
-1,613
-9% -$156K 0.04% 241
2015
Q3
$1.98M Sell
17,088
-792
-4% -$91.7K 0.05% 209
2015
Q2
$2.15M Buy
17,880
+3,409
+24% +$410K 0.05% 197
2015
Q1
$1.66M Buy
14,471
+1,092
+8% +$125K 0.04% 250
2014
Q4
$1.75M Buy
13,379
+8,446
+171% +$1.1M 0.04% 225
2014
Q3
$586K Buy
4,933
+2,107
+75% +$250K 0.02% 306
2014
Q2
$315K Sell
2,826
-296
-9% -$33K 0.01% 398
2014
Q1
$333K Buy
3,122
+223
+8% +$23.8K 0.01% 404
2013
Q4
$263K Sell
2,899
-41
-1% -$3.72K 0.01% 422
2013
Q3
$252K Buy
+2,940
New +$252K 0.01% 422