Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.62M Buy
26,579
+382
+1% +$52K 0.87% 37
2025
Q1
$3.48M Sell
26,197
-3,915
-13% -$519K 0.91% 36
2024
Q4
$3.41M Sell
30,112
-189
-0.6% -$21.4K 0.87% 39
2024
Q3
$3.45M Sell
30,301
-188
-0.6% -$21.4K 0.87% 42
2024
Q2
$3.17M Buy
30,489
+534
+2% +$55.5K 0.85% 40
2024
Q1
$3.4M Sell
29,955
-256
-0.8% -$29.1K 0.91% 40
2023
Q4
$3.33M Buy
30,211
+490
+2% +$53.9K 0.96% 35
2023
Q3
$2.88M Buy
29,721
+500
+2% +$48.4K 0.9% 36
2023
Q2
$3.19M Buy
29,221
+420
+1% +$45.8K 0.95% 35
2023
Q1
$2.92M Buy
28,801
+1,489
+5% +$151K 0.91% 35
2022
Q4
$3M Buy
27,312
+470
+2% +$51.6K 0.97% 33
2022
Q3
$2.6M Buy
26,842
+671
+3% +$64.9K 0.9% 35
2022
Q2
$2.84M Buy
26,171
+911
+4% +$99K 0.9% 37
2022
Q1
$2.99M Buy
25,260
+1,319
+6% +$156K 0.79% 41
2021
Q4
$3.37M Buy
23,941
+286
+1% +$40.2K 0.85% 38
2021
Q3
$2.79M Buy
23,655
+805
+4% +$95.1K 0.79% 45
2021
Q2
$2.65M Buy
22,850
+6,271
+38% +$727K 0.74% 47
2021
Q1
$1.99M Sell
16,579
-2,196
-12% -$263K 0.59% 55
2020
Q4
$2.06M Buy
18,775
+6,207
+49% +$679K 0.64% 52
2020
Q3
$1.37M Sell
12,568
-940
-7% -$102K 0.46% 68
2020
Q2
$1.24M Buy
13,508
+790
+6% +$72.2K 0.44% 71
2020
Q1
$1M Sell
12,718
-1,598
-11% -$126K 0.42% 73
2019
Q4
$1.24M Sell
14,316
-422
-3% -$36.7K 0.4% 78
2019
Q3
$1.23M Buy
14,738
+2,190
+17% +$183K 0.4% 79
2019
Q2
$1.06M Sell
12,548
-245
-2% -$20.6K 0.35% 88
2019
Q1
$1.02M Sell
12,793
-680
-5% -$54.4K 0.34% 88
2018
Q4
$975K Sell
13,473
-736
-5% -$53.3K 0.36% 87
2018
Q3
$1.04M Sell
14,209
-1,185
-8% -$86.9K 0.34% 92
2018
Q2
$939K Sell
15,394
-4,190
-21% -$256K 0.32% 95
2018
Q1
$1.17M Sell
19,584
-1,077
-5% -$64.5K 0.41% 77
2017
Q4
$1.18M Buy
+20,661
New +$1.18M 0.42% 77