Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.02M Buy
144,968
+17,625
+14% +$246K 0.03% 290
2025
Q1
$2.19M Buy
127,343
+18,760
+17% +$322K 0.04% 256
2024
Q4
$2.19M Buy
108,583
+15,073
+16% +$304K 0.05% 225
2024
Q3
$1.85M Buy
93,510
+15,682
+20% +$310K 0.04% 237
2024
Q2
$1.36M Buy
77,828
+3,061
+4% +$53.4K 0.04% 256
2024
Q1
$1.25M Sell
74,767
-1,049
-1% -$17.6K 0.04% 275
2023
Q4
$1.37M Sell
75,816
-7,404
-9% -$133K 0.03% 247
2023
Q3
$1.34M Sell
83,220
-93,668
-53% -$1.51M 0.03% 257
2023
Q2
$3.06M Buy
176,888
+101,777
+136% +$1.76M 0.05% 239
2023
Q1
$1.21M Buy
75,111
+3,116
+4% +$50.4K 0.02% 335
2022
Q4
$1.17M Buy
+71,995
New +$1.17M 0.03% 329
2019
Q1
Sell
-95,015
Closed -$2.26M 510
2018
Q4
$2.26M Buy
95,015
+28,499
+43% +$677K 0.03% 316
2018
Q3
$3.06M Buy
66,516
+8,005
+14% +$368K 0.04% 230
2018
Q2
$2.49M Buy
58,511
+9,325
+19% +$397K 0.04% 242
2018
Q1
$2.16M Buy
49,186
+6,186
+14% +$272K 0.04% 228
2017
Q4
$1.93M Buy
43,000
+2,831
+7% +$127K 0.03% 248
2017
Q3
$2.74M Buy
40,169
+1,434
+4% +$97.6K 0.05% 196
2017
Q2
$2.57M Buy
38,735
+1,398
+4% +$92.8K 0.05% 193
2017
Q1
$2.48M Buy
37,337
+2,162
+6% +$143K 0.05% 184
2016
Q4
$2.14M Sell
35,175
-3,214
-8% -$195K 0.05% 192
2016
Q3
$2.35M Sell
38,389
-6,029
-14% -$369K 0.06% 163
2016
Q2
$2.84M Sell
44,418
-5,873
-12% -$375K 0.07% 150
2016
Q1
$3M Buy
50,291
+2,378
+5% +$142K 0.07% 145
2015
Q4
$2.55M Sell
47,913
-5,074
-10% -$270K 0.06% 153
2015
Q3
$2.8M Buy
52,987
+807
+2% +$42.6K 0.07% 150
2015
Q2
$2.56M Sell
52,180
-1,066
-2% -$52.3K 0.07% 158
2015
Q1
$2.83M Buy
53,246
+252
+0.5% +$13.4K 0.07% 149
2014
Q4
$2.82M Buy
52,994
+9,067
+21% +$483K 0.07% 145
2014
Q3
$1.98M Buy
43,927
+26,583
+153% +$1.2M 0.06% 138
2014
Q2
$833K Sell
17,344
-1,594
-8% -$76.6K 0.02% 221
2014
Q1
$818K Buy
18,938
+2,155
+13% +$93.1K 0.02% 227
2013
Q4
$676K Sell
16,783
-8,242
-33% -$332K 0.02% 237
2013
Q3
$1.02M Buy
25,025
+1,410
+6% +$57.7K 0.03% 177
2013
Q2
$1.08M Buy
+23,615
New +$1.08M 0.03% 158