Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$589K Buy
17,430
+4,357
+33% +$147K 0.01% 315
2024
Q4
$386K Buy
13,073
+1,426
+12% +$42.2K 0.01% 348
2024
Q3
$366K Sell
11,647
-420
-3% -$13.2K 0.01% 357
2024
Q2
$436K Buy
12,067
+371
+3% +$13.4K 0.01% 337
2024
Q1
$441K Buy
11,696
+315
+3% +$11.9K 0.01% 333
2023
Q4
$403K Buy
11,381
+512
+5% +$18.1K 0.01% 327
2023
Q3
$421K Sell
10,869
-243
-2% -$9.41K 0.01% 311
2023
Q2
$392K Buy
11,112
+598
+6% +$21.1K 0.01% 319
2023
Q1
$399K Buy
10,514
+1,213
+13% +$46K 0.01% 315
2022
Q4
$325K Sell
9,301
-295
-3% -$10.3K 0.01% 324
2022
Q3
$274K Sell
9,596
-516
-5% -$14.7K 0.01% 321
2022
Q2
$287K Buy
10,112
+729
+8% +$20.7K 0.01% 319
2022
Q1
$276K Buy
9,383
+190
+2% +$5.59K 0.01% 325
2021
Q4
$245K Buy
9,193
+41
+0.4% +$1.09K 0.01% 361
2021
Q3
$250K Sell
9,152
-499
-5% -$13.6K 0.01% 343
2021
Q2
$255K Sell
9,651
-826
-8% -$21.8K 0.01% 325
2021
Q1
$255K Buy
10,477
+535
+5% +$13K 0.01% 317
2020
Q4
$204K Sell
9,942
-1,014
-9% -$20.8K 0.01% 339
2020
Q3
$191K Sell
10,956
-886
-7% -$15.4K 0.01% 327
2020
Q2
$276K Sell
11,842
-617
-5% -$14.4K 0.02% 286
2020
Q1
$304K Sell
12,459
-79
-0.6% -$1.93K 0.02% 273
2019
Q4
$473K Sell
12,538
-779
-6% -$29.4K 0.03% 260
2019
Q3
$506K Buy
13,317
+448
+3% +$17K 0.04% 244
2019
Q2
$528K Sell
12,869
-2,041
-14% -$83.7K 0.04% 237
2019
Q1
$641K Sell
14,910
-2,589
-15% -$111K 0.05% 218
2018
Q4
$643K Sell
17,499
-28,170
-62% -$1.04M 0.06% 204
2018
Q3
$2.01M Sell
45,669
-37,567
-45% -$1.65M 0.17% 139
2018
Q2
$3.58M Buy
83,236
+6,109
+8% +$263K 0.34% 89
2018
Q1
$2.91M Buy
77,127
+4,501
+6% +$170K 0.29% 102
2017
Q4
$2.79M Buy
72,626
+2,114
+3% +$81.3K 0.29% 102
2017
Q3
$2.44M Sell
70,512
-461
-0.6% -$16K 0.31% 95
2017
Q2
$2.18M Buy
70,973
+13,886
+24% +$427K 0.31% 101
2017
Q1
$1.72M Buy
57,087
+5,088
+10% +$153K 0.34% 99
2016
Q4
$1.67M Buy
51,999
+9,099
+21% +$292K 0.36% 90
2016
Q3
$1.32M Sell
42,900
-985
-2% -$30.3K 0.3% 101
2016
Q2
$1.35M Buy
43,885
+5,314
+14% +$163K 0.31% 98
2016
Q1
$979K Buy
38,571
+16,520
+75% +$419K 0.25% 111
2015
Q4
$580K Buy
22,051
+3,091
+16% +$81.3K 0.18% 136
2015
Q3
$488K Buy
18,960
+781
+4% +$20.1K 0.15% 142
2015
Q2
$612K Buy
18,179
+4,434
+32% +$149K 0.19% 125
2015
Q1
$446K Buy
13,745
+4,118
+43% +$134K 0.15% 145
2014
Q4
$304K Buy
+9,627
New +$304K 0.11% 167