Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
37,665
+1,463
+4% +$43.8K 0.03% 466
2025
Q1
$1.22M Buy
36,202
+2,417
+7% +$81.7K 0.04% 420
2024
Q4
$999K Sell
33,785
-7,366
-18% -$218K 0.03% 486
2024
Q3
$1.29M Sell
41,151
-11,787
-22% -$370K 0.04% 411
2024
Q2
$1.91M Sell
52,938
-3,156
-6% -$114K 0.06% 306
2024
Q1
$2.11M Buy
56,094
+20,664
+58% +$779K 0.07% 298
2023
Q4
$1.25M Sell
35,430
-24,622
-41% -$872K 0.1% 221
2023
Q3
$2.33M Buy
60,052
+5,012
+9% +$194K 0.09% 242
2023
Q2
$1.94M Sell
55,040
-3,056
-5% -$108K 0.07% 288
2023
Q1
$2.2M Sell
58,096
-3,506
-6% -$133K 0.07% 276
2022
Q4
$2.15M Sell
61,602
-158
-0.3% -$5.52K 0.08% 270
2022
Q3
$1.76M Buy
61,760
+194
+0.3% +$5.54K 0.07% 283
2022
Q2
$1.75M Buy
61,566
+1,576
+3% +$44.7K 0.06% 302
2022
Q1
$1.76M Sell
59,990
-6,714
-10% -$197K 0.05% 347
2021
Q4
$1.78M Buy
66,704
+6,394
+11% +$170K 0.05% 354
2021
Q3
$1.65M Buy
60,310
+1,245
+2% +$34K 0.05% 372
2021
Q2
$1.56M Sell
59,065
-8,895
-13% -$235K 0.05% 393
2021
Q1
$1.66M Buy
67,960
+106
+0.2% +$2.58K 0.05% 364
2020
Q4
$1.39M Sell
67,854
-3,252
-5% -$66.7K 0.05% 357
2020
Q3
$1.24M Sell
71,106
-7,808
-10% -$136K 0.05% 342
2020
Q2
$1.84M Buy
78,914
+9,834
+14% +$229K 0.08% 257
2020
Q1
$1.69M Sell
69,080
-10,940
-14% -$267K 0.1% 206
2019
Q4
$3.02M Buy
80,020
+722
+0.9% +$27.2K 0.13% 167
2019
Q3
$3.01M Buy
79,298
+7,434
+10% +$282K 0.14% 164
2019
Q2
$2.95M Buy
71,864
+2,904
+4% +$119K 0.15% 160
2019
Q1
$2.97M Buy
68,960
+5,929
+9% +$255K 0.17% 145
2018
Q4
$2.32M Buy
63,031
+14,238
+29% +$523K 0.17% 128
2018
Q3
$2.15M Buy
48,793
+2,319
+5% +$102K 0.13% 172
2018
Q2
$2M Buy
46,474
+1,582
+4% +$68K 0.13% 178
2018
Q1
$1.69M Sell
44,892
-15,787
-26% -$595K 0.12% 184
2017
Q4
$2.34M Sell
60,679
-8,431
-12% -$324K 0.18% 145
2017
Q3
$2.4M Buy
69,110
+1,843
+3% +$63.9K 0.2% 127
2017
Q2
$2.07M Sell
67,267
-5,354
-7% -$164K 0.19% 131
2017
Q1
$2.19M Buy
72,621
+23,930
+49% +$720K 0.21% 118
2016
Q4
$1.56M Sell
48,691
-4,842
-9% -$155K 0.17% 144
2016
Q3
$1.58M Buy
53,533
+1,598
+3% +$47.3K 0.19% 130
2016
Q2
$1.55M Buy
51,935
+4,394
+9% +$131K 0.2% 118
2016
Q1
$1.21M Buy
47,541
+4,143
+10% +$105K 0.17% 143
2015
Q4
$1.14M Sell
43,398
-3,741
-8% -$98.4K 0.16% 154
2015
Q3
$1.21M Sell
47,139
-502
-1% -$12.9K 0.19% 124
2015
Q2
$1.6M Buy
47,641
+660
+1% +$22.2K 0.22% 111
2015
Q1
$1.53M Buy
46,981
+4,483
+11% +$146K 0.2% 129
2014
Q4
$1.34M Buy
+42,498
New +$1.34M 0.18% 137