Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Sell
14,211
-288
-2% -$6.3K 0.01% 452
2025
Q1
$284K Sell
14,499
-3,383
-19% -$66.3K 0.01% 417
2024
Q4
$280K Buy
17,882
+2,369
+15% +$37.1K 0.01% 534
2024
Q3
$282K Sell
15,513
-3,560
-19% -$64.6K 0.01% 523
2024
Q2
$327K Sell
19,073
-10,006
-34% -$172K 0.01% 467
2024
Q1
$480K Sell
29,079
-404
-1% -$6.66K 0.01% 379
2023
Q4
$443K Sell
29,483
-737
-2% -$11.1K 0.01% 392
2023
Q3
$398K Sell
30,220
-5,720
-16% -$75.4K 0.01% 434
2023
Q2
$484K Sell
35,940
-21,244
-37% -$286K 0.01% 419
2023
Q1
$679K Buy
57,184
+440
+0.8% +$5.22K 0.02% 353
2022
Q4
$691K Buy
56,744
+546
+1% +$6.65K 0.02% 363
2022
Q3
$478K Buy
56,198
+7,414
+15% +$63.1K 0.02% 413
2022
Q2
$484K Sell
48,784
-1,560
-3% -$15.5K 0.02% 410
2022
Q1
$525K Sell
50,344
-1,053
-2% -$11K 0.02% 345
2021
Q4
$715K Buy
51,397
+6,501
+14% +$90.4K 0.03% 294
2021
Q3
$650K Buy
44,896
+9,926
+28% +$144K 0.02% 306
2021
Q2
$463K Buy
34,970
+6,949
+25% +$92K 0.02% 352
2021
Q1
$343K Buy
28,021
+6,481
+30% +$79.3K 0.01% 418
2020
Q4
$203K Sell
21,540
-1,569
-7% -$14.8K 0.01% 541
2020
Q3
$164K Sell
23,109
-674
-3% -$4.78K 0.01% 519
2020
Q2
$164K Sell
23,783
-40,292
-63% -$278K 0.01% 513
2020
Q1
$330K Sell
64,075
-16,555
-21% -$85.3K 0.02% 344
2019
Q4
$971K Buy
80,630
+22,029
+38% +$265K 0.05% 246
2019
Q3
$612K Buy
58,601
+336
+0.6% +$3.51K 0.03% 297
2019
Q2
$675K Buy
58,265
+14,873
+34% +$172K 0.03% 290
2019
Q1
$527K Buy
43,392
+26,693
+160% +$324K 0.03% 319
2018
Q4
$178K Buy
16,699
+714
+4% +$7.61K 0.01% 541
2018
Q3
$207K Buy
15,985
+290
+2% +$3.76K 0.01% 586
2018
Q2
$225K Sell
15,695
-120
-0.8% -$1.72K 0.01% 562
2018
Q1
$268K Sell
15,815
-2,866
-15% -$48.6K 0.01% 522
2017
Q4
$345K Hold
18,681
0.02% 456
2017
Q3
$344K Buy
18,681
+335
+2% +$6.17K 0.02% 452
2017
Q2
$319K Sell
18,346
-30,964
-63% -$538K 0.02% 470
2017
Q1
$745K Sell
49,310
-1,042
-2% -$15.7K 0.04% 280
2016
Q4
$710K Sell
50,352
-208
-0.4% -$2.93K 0.04% 287
2016
Q3
$624K Buy
50,560
+1,078
+2% +$13.3K 0.04% 312
2016
Q2
$511K Sell
49,482
-1,742
-3% -$18K 0.03% 335
2016
Q1
$611K Sell
51,224
-9,004
-15% -$107K 0.04% 302
2015
Q4
$811K Sell
60,228
-5,041
-8% -$67.9K 0.05% 254
2015
Q3
$923K Buy
65,269
+5,955
+10% +$84.2K 0.06% 225
2015
Q2
$983K Sell
59,314
-14,118
-19% -$234K 0.06% 229
2015
Q1
$1.07M Buy
73,432
+7,027
+11% +$103K 0.06% 220
2014
Q4
$861K Hold
66,405
0.05% 216
2014
Q3
$942K Buy
66,405
+22,209
+50% +$315K 0.06% 201
2014
Q2
$619K Sell
44,196
-4,695
-10% -$65.8K 0.05% 241
2014
Q1
$697K Buy
48,891
+3,438
+8% +$49K 0.06% 175
2013
Q4
$637K Buy
45,453
+8,905
+24% +$125K 0.06% 140
2013
Q3
$414K Buy
+36,548
New +$414K 0.04% 171