Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Sell
32,889
-3,527
-10% -$135K 0.04% 429
2025
Q1
$1.41M Buy
36,416
+1,597
+5% +$61.9K 0.05% 375
2024
Q4
$1.18M Buy
34,819
+630
+2% +$21.3K 0.04% 438
2024
Q3
$1.4M Sell
34,189
-6,074
-15% -$248K 0.04% 390
2024
Q2
$1.55M Sell
40,263
-13,513
-25% -$520K 0.05% 354
2024
Q1
$2.31M Buy
53,776
+27,528
+105% +$1.18M 0.07% 273
2023
Q4
$973K Sell
26,248
-34,600
-57% -$1.28M 0.08% 275
2023
Q3
$2.21M Buy
60,848
+457
+0.8% +$16.6K 0.08% 256
2023
Q2
$2.15M Sell
60,391
-5,440
-8% -$194K 0.08% 267
2023
Q1
$2.34M Buy
65,831
+2,164
+3% +$77K 0.08% 261
2022
Q4
$2.24M Buy
63,667
+11,802
+23% +$415K 0.08% 261
2022
Q3
$1.53M Buy
51,865
+7,305
+16% +$215K 0.06% 323
2022
Q2
$2.43M Buy
44,560
+4,761
+12% +$259K 0.08% 233
2022
Q1
$2.17M Sell
39,799
-316
-0.8% -$17.2K 0.06% 294
2021
Q4
$2.21M Sell
40,115
-3,269
-8% -$180K 0.06% 304
2021
Q3
$2.07M Sell
43,384
-392
-0.9% -$18.7K 0.06% 318
2021
Q2
$2.18M Buy
43,776
+2,733
+7% +$136K 0.06% 310
2021
Q1
$1.83M Buy
41,043
+6,145
+18% +$274K 0.06% 331
2020
Q4
$1.61M Sell
34,898
-3,151
-8% -$145K 0.05% 318
2020
Q3
$1.79M Buy
38,049
+3,102
+9% +$146K 0.07% 259
2020
Q2
$1.78M Buy
34,947
+140
+0.4% +$7.14K 0.08% 259
2020
Q1
$1.65M Buy
34,807
+6,564
+23% +$311K 0.1% 209
2019
Q4
$1.66M Buy
28,243
+2,407
+9% +$141K 0.07% 288
2019
Q3
$1.38M Buy
25,836
+164
+0.6% +$8.75K 0.07% 298
2019
Q2
$1.28M Buy
25,672
+200
+0.8% +$10K 0.07% 294
2019
Q1
$1.33M Buy
25,472
+1,574
+7% +$82.2K 0.08% 261
2018
Q4
$1.14M Sell
23,898
-235
-1% -$11.2K 0.08% 234
2018
Q3
$1.21M Sell
24,133
-1,217
-5% -$61.1K 0.07% 261
2018
Q2
$1.28M Sell
25,350
-764
-3% -$38.5K 0.09% 234
2018
Q1
$1.28M Sell
26,114
-5,703
-18% -$278K 0.09% 226
2017
Q4
$1.41M Sell
31,817
-2,127
-6% -$94.3K 0.11% 212
2017
Q3
$1.72M Buy
33,944
+552
+2% +$28K 0.14% 172
2017
Q2
$1.8M Sell
33,392
-554
-2% -$29.9K 0.17% 155
2017
Q1
$1.79M Sell
33,946
-2,655
-7% -$140K 0.17% 147
2016
Q4
$1.76M Buy
36,601
+13,623
+59% +$656K 0.19% 129
2016
Q3
$1.24M Sell
22,978
-1,516
-6% -$81.7K 0.15% 164
2016
Q2
$1.33M Buy
24,494
+630
+3% +$34.1K 0.17% 146
2016
Q1
$1.21M Buy
23,864
+624
+3% +$31.6K 0.17% 142
2015
Q4
$1.17M Buy
23,240
+2,006
+9% +$101K 0.16% 144
2015
Q3
$1.02M Buy
21,234
+2,278
+12% +$110K 0.16% 151
2015
Q2
$987K Buy
18,956
+3,012
+19% +$157K 0.14% 185
2015
Q1
$920K Sell
15,944
-91
-0.6% -$5.25K 0.12% 207
2014
Q4
$857K Buy
+16,035
New +$857K 0.11% 217