Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
1,498
+48
+3% +$38.2K 0.02% 311
2025
Q1
$1.18M Buy
1,450
+12
+0.8% +$9.78K 0.02% 290
2024
Q4
$1.36M Buy
1,438
+81
+6% +$76.4K 0.03% 249
2024
Q3
$1.2M Buy
1,357
+77
+6% +$68.4K 0.02% 285
2024
Q2
$968K Buy
1,280
+78
+6% +$59K 0.02% 311
2024
Q1
$992K Buy
1,202
+29
+2% +$23.9K 0.02% 306
2023
Q4
$945K Buy
1,173
+151
+15% +$122K 0.02% 299
2023
Q3
$742K Buy
1,022
+43
+4% +$31.2K 0.02% 319
2023
Q2
$767K Buy
979
+74
+8% +$58K 0.02% 315
2023
Q1
$653K Buy
905
+72
+9% +$51.9K 0.02% 348
2022
Q4
$546K Buy
833
+70
+9% +$45.9K 0.02% 386
2022
Q3
$434K Sell
763
-94
-11% -$53.5K 0.01% 417
2022
Q2
$563K Sell
857
-20
-2% -$13.1K 0.02% 343
2022
Q1
$650K Buy
877
+195
+29% +$145K 0.02% 319
2021
Q4
$577K Sell
682
-6
-0.9% -$5.08K 0.02% 351
2021
Q3
$544K Buy
688
+136
+25% +$108K 0.02% 343
2021
Q2
$443K Buy
552
+50
+10% +$40.1K 0.02% 395
2021
Q1
$341K Hold
502
0.02% 410
2020
Q4
$359K Sell
502
-6
-1% -$4.29K 0.02% 352
2020
Q3
$386K Buy
508
+2
+0.4% +$1.52K 0.02% 299
2020
Q2
$355K Buy
506
+61
+14% +$42.8K 0.02% 287
2020
Q1
$278K Buy
445
+113
+34% +$70.6K 0.02% 318
2019
Q4
$194K Buy
332
+77
+30% +$45K 0.01% 474
2019
Q3
$147K Buy
255
+28
+12% +$16.1K 0.01% 510
2019
Q2
$114K Buy
227
+54
+31% +$27.1K 0.01% 574
2019
Q1
$78K Buy
173
+17
+11% +$7.67K 0.01% 718
2018
Q4
$55K Sell
156
-9
-5% -$3.17K 0.01% 807
2018
Q3
$71K Buy
165
+40
+32% +$17.2K 0.01% 758
2018
Q2
$54K Hold
125
0.01% 832
2018
Q1
$52K Buy
+125
New +$52K 0.01% 713
2016
Q4
Sell
-107
Closed -$39K 537
2016
Q3
$39K Buy
107
+39
+57% +$14.2K 0.01% 594
2016
Q2
$26K Sell
68
-226
-77% -$86.4K ﹤0.01% 648
2016
Q1
$97K Buy
294
+23
+8% +$7.59K 0.02% 283
2015
Q4
$82K Buy
271
+22
+9% +$6.66K 0.02% 273
2015
Q3
$68K Sell
249
-1
-0.4% -$273 0.02% 296
2015
Q2
$64K Buy
+250
New +$64K 0.01% 295