Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.89M Sell
39,357
-123
-0.3% -$5.92K 0.13% 142
2025
Q1
$1.92M Buy
39,480
+543
+1% +$26.4K 0.14% 134
2024
Q4
$1.9M Sell
38,937
-6,116
-14% -$299K 0.14% 136
2024
Q3
$2.8M Buy
45,053
+4,395
+11% +$273K 0.2% 116
2024
Q2
$2.32M Buy
40,658
+2,285
+6% +$130K 0.18% 121
2024
Q1
$2.21M Buy
38,373
+3,911
+11% +$226K 0.17% 131
2023
Q4
$2.35M Buy
34,462
+2,807
+9% +$192K 0.19% 118
2023
Q3
$1.8M Buy
31,655
+1,626
+5% +$92.5K 0.16% 137
2023
Q2
$1.79M Buy
30,029
+4,393
+17% +$262K 0.15% 134
2023
Q1
$1.63M Buy
25,636
+8,833
+53% +$560K 0.14% 145
2022
Q4
$1.04M Sell
16,803
-525
-3% -$32.6K 0.09% 181
2022
Q3
$867K Buy
17,328
+175
+1% +$8.76K 0.08% 191
2022
Q2
$964K Sell
17,153
-2,188
-11% -$123K 0.08% 194
2022
Q1
$1.33M Buy
19,341
+1,318
+7% +$90.8K 0.1% 180
2021
Q4
$970K Sell
18,023
-561
-3% -$30.2K 0.07% 212
2021
Q3
$887K Sell
18,584
-41
-0.2% -$1.96K 0.06% 222
2021
Q2
$1.21M Buy
18,625
+980
+6% +$63.7K 0.09% 192
2021
Q1
$1.09M Buy
17,645
+1,598
+10% +$98.9K 0.08% 193
2020
Q4
$936K Sell
16,047
-196
-1% -$11.4K 0.07% 206
2020
Q3
$749K Buy
16,243
+112
+0.7% +$5.17K 0.06% 223
2020
Q2
$716K Hold
16,131
0.06% 217
2020
Q1
$528K Sell
16,131
-567
-3% -$18.6K 0.05% 235
2019
Q4
$814K Sell
16,698
-169
-1% -$8.24K 0.07% 205
2019
Q3
$743K Sell
16,867
-2,992
-15% -$132K 0.07% 212
2019
Q2
$1.03M Buy
19,859
+194
+1% +$10.1K 0.1% 173
2019
Q1
$959K Buy
19,665
+2,334
+13% +$114K 0.09% 183
2018
Q4
$747K Buy
17,331
+357
+2% +$15.4K 0.08% 178
2018
Q3
$755K Buy
16,974
+3,321
+24% +$148K 0.07% 195
2018
Q2
$609K Buy
13,653
+903
+7% +$40.3K 0.06% 230
2018
Q1
$505K Hold
12,750
0.05% 241
2017
Q4
$523K Sell
12,750
-279
-2% -$11.4K 0.05% 218
2017
Q3
$471K Buy
13,029
+595
+5% +$21.5K 0.05% 236
2017
Q2
$395K Buy
12,434
+1,138
+10% +$36.2K 0.04% 241
2017
Q1
$366K Sell
11,296
-364
-3% -$11.8K 0.04% 237
2016
Q4
$372K Sell
11,660
-202
-2% -$6.45K 0.04% 235
2016
Q3
$367K Sell
11,862
-716
-6% -$22.2K 0.04% 230
2016
Q2
$320K Buy
12,578
+1,025
+9% +$26.1K 0.04% 242
2016
Q1
$267K Buy
+11,553
New +$267K 0.03% 257