Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.34M Buy
32,928
+813
+3% +$57.8K 0.56% 61
2025
Q1
$2.04M Buy
32,115
+2,132
+7% +$135K 0.53% 62
2024
Q4
$2.27M Sell
29,983
-1,182
-4% -$89.4K 0.58% 54
2024
Q3
$2.75M Buy
31,165
+2,114
+7% +$187K 0.69% 49
2024
Q2
$2.19M Buy
29,051
+901
+3% +$67.9K 0.58% 55
2024
Q1
$2.65M Buy
28,150
+5,552
+25% +$522K 0.7% 47
2023
Q4
$2.45M Buy
22,598
+169
+0.8% +$18.3K 0.71% 47
2023
Q3
$2.14M Buy
22,429
+585
+3% +$55.9K 0.67% 52
2023
Q2
$2.41M Buy
21,844
+282
+1% +$31.1K 0.72% 46
2023
Q1
$2.64M Sell
21,562
-1,042
-5% -$128K 0.82% 45
2022
Q4
$2.65M Sell
22,604
-224
-1% -$26.2K 0.85% 39
2022
Q3
$1.9M Buy
22,828
+56
+0.2% +$4.66K 0.66% 54
2022
Q2
$2.33M Buy
22,772
+665
+3% +$68K 0.73% 47
2022
Q1
$2.98M Buy
22,107
+64
+0.3% +$8.61K 0.79% 42
2021
Q4
$3.67M Buy
22,043
+441
+2% +$73.5K 0.93% 32
2021
Q3
$3.14M Sell
21,602
-816
-4% -$118K 0.89% 35
2021
Q2
$3.46M Buy
22,418
+295
+1% +$45.6K 0.97% 30
2021
Q1
$2.94M Buy
22,123
+401
+2% +$53.3K 0.87% 37
2020
Q4
$3.07M Sell
21,722
-837
-4% -$118K 0.96% 35
2020
Q3
$2.83M Sell
22,559
-719
-3% -$90.3K 0.95% 37
2020
Q2
$2.28M Buy
23,278
+5,591
+32% +$548K 0.81% 40
2020
Q1
$1.46M Sell
17,687
-123
-0.7% -$10.2K 0.61% 50
2019
Q4
$1.81M Buy
17,810
+305
+2% +$30.9K 0.58% 59
2019
Q3
$1.64M Sell
17,505
-1,605
-8% -$151K 0.54% 60
2019
Q2
$1.6M Buy
19,110
+3,455
+22% +$290K 0.53% 63
2019
Q1
$1.32M Sell
15,655
-267
-2% -$22.5K 0.44% 76
2018
Q4
$1.18M Buy
15,922
+28
+0.2% +$2.08K 0.44% 71
2018
Q3
$1.35M Sell
15,894
-1,282
-7% -$109K 0.44% 73
2018
Q2
$1.37M Sell
17,176
-4,080
-19% -$325K 0.47% 68
2018
Q1
$1.41M Sell
21,256
-577
-3% -$38.3K 0.49% 69
2017
Q4
$1.37M Buy
+21,833
New +$1.37M 0.49% 68