Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$49.4K Buy
20,487
+1,860
+10% +$4.48K ﹤0.01% 1585
2025
Q1
$43.4K Sell
18,627
-755,732
-98% -$1.76M ﹤0.01% 1544
2024
Q4
$1.43M Sell
774,359
-25,193
-3% -$46.6K 0.02% 660
2024
Q3
$1.95M Sell
799,552
-35,905
-4% -$87.6K 0.03% 556
2024
Q2
$1.71M Sell
835,457
-493,240
-37% -$1.01M 0.03% 584
2024
Q1
$3.3M Buy
1,328,697
+10,948
+0.8% +$27.2K 0.05% 369
2023
Q4
$3.69M Buy
1,317,749
+12,118
+0.9% +$33.9K 0.07% 326
2023
Q3
$3.37M Buy
1,305,631
+12,610
+1% +$32.5K 0.07% 318
2023
Q2
$4.11M Sell
1,293,021
-7,241
-0.6% -$23K 0.08% 273
2023
Q1
$3.67M Sell
1,300,262
-1,246
-0.1% -$3.51K 0.08% 291
2022
Q4
$3.54M Buy
1,301,508
+9,368
+0.7% +$25.5K 0.08% 293
2022
Q3
$3.66M Buy
1,292,140
+26,023
+2% +$73.6K 0.09% 282
2022
Q2
$3.18M Buy
1,266,117
+1,385
+0.1% +$3.48K 0.07% 339
2022
Q1
$4.09M Buy
1,264,732
+23,362
+2% +$75.5K 0.07% 321
2021
Q4
$3.48M Sell
1,241,370
-1,169
-0.1% -$3.27K 0.06% 360
2021
Q3
$3.43M Buy
1,242,539
+519,423
+72% +$1.43M 0.06% 343
2021
Q2
$2.49M Buy
723,116
+69,328
+11% +$238K 0.04% 441
2021
Q1
$1.79M Buy
653,788
+180,435
+38% +$494K 0.04% 501
2020
Q4
$1.45M Buy
473,353
+57,632
+14% +$176K 0.03% 529
2020
Q3
$939K Buy
415,721
+43,413
+12% +$98.1K 0.02% 609
2020
Q2
$983K Sell
372,308
-441,725
-54% -$1.17M 0.03% 575
2020
Q1
$1.87M Buy
814,033
+4,870
+0.6% +$11.2K 0.06% 352
2019
Q4
$3.77M Buy
809,163
+18,875
+2% +$88K 0.09% 250
2019
Q3
$3.65M Buy
790,288
+39,425
+5% +$182K 0.1% 225
2019
Q2
$3.51M Sell
750,863
-16,825
-2% -$78.6K 0.1% 248
2019
Q1
$3.3M Buy
767,688
+25,395
+3% +$109K 0.09% 261
2018
Q4
$2.91M Buy
742,293
+7,825
+1% +$30.7K 0.09% 248
2018
Q3
$3.36M Buy
734,468
+27,160
+4% +$124K 0.09% 266
2018
Q2
$3.28M Buy
707,308
+36,985
+6% +$171K 0.09% 259
2018
Q1
$4.87M Sell
670,323
-4,260
-0.6% -$31K 0.13% 180
2017
Q4
$4.36M Sell
674,583
-5,757
-0.8% -$37.2K 0.11% 214
2017
Q3
$4.48M Sell
680,340
-767
-0.1% -$5.05K 0.12% 198
2017
Q2
$3.74M Buy
681,107
+37,961
+6% +$208K 0.1% 247
2017
Q1
$3.7M Sell
643,146
-9,722
-1% -$56K 0.1% 241
2016
Q4
$3.21M Buy
652,868
+64,612
+11% +$317K 0.09% 259
2016
Q3
$3.58M Buy
588,256
+1,935
+0.3% +$11.8K 0.1% 226
2016
Q2
$3.47M Buy
586,321
+5,355
+0.9% +$31.6K 0.1% 232
2016
Q1
$3.01M Sell
580,966
-5,495
-0.9% -$28.5K 0.09% 248
2015
Q4
$2.62M Buy
586,461
+52,058
+10% +$232K 0.08% 289
2015
Q3
$2.62M Buy
534,403
+13,040
+3% +$63.9K 0.08% 297
2015
Q2
$3.18M Buy
521,363
+11,585
+2% +$70.7K 0.09% 269
2015
Q1
$2.94M Buy
509,778
+359
+0.1% +$2.07K 0.08% 290
2014
Q4
$3.17M Sell
509,419
-5,910
-1% -$36.8K 0.09% 263
2014
Q3
$3.38M Buy
515,329
+4,172
+0.8% +$27.3K 0.1% 246
2014
Q2
$3.6M Buy
511,157
+3,353
+0.7% +$23.6K 0.11% 233
2014
Q1
$3.76M Sell
507,804
-9,835
-2% -$72.9K 0.11% 216
2013
Q4
$3.8M Buy
+517,639
New +$3.8M 0.12% 200