Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.96M Buy
13,426
+194
+1% +$57.2K 0.28% 89
2025
Q1
$3.29M Sell
13,232
-597
-4% -$148K 0.25% 99
2024
Q4
$3.04M Sell
13,829
-249
-2% -$54.7K 0.22% 105
2024
Q3
$3.11M Sell
14,078
-389
-3% -$86K 0.23% 105
2024
Q2
$2.5M Sell
14,467
-308
-2% -$53.3K 0.19% 116
2024
Q1
$2.82M Sell
14,775
-678
-4% -$129K 0.21% 110
2023
Q4
$2.53M Sell
15,453
-193
-1% -$31.6K 0.21% 111
2023
Q3
$2.2M Buy
15,646
+948
+6% +$133K 0.19% 114
2023
Q2
$1.97M Sell
14,698
-526
-3% -$70.4K 0.17% 127
2023
Q1
$2M Sell
15,224
-1,633
-10% -$214K 0.17% 128
2022
Q4
$2.37M Buy
16,857
+902
+6% +$127K 0.2% 112
2022
Q3
$1.9M Buy
15,955
+1,503
+10% +$179K 0.18% 123
2022
Q2
$2.04M Buy
14,452
+2,624
+22% +$370K 0.18% 123
2022
Q1
$1.54M Buy
11,828
+1,690
+17% +$220K 0.12% 167
2021
Q4
$1.36M Buy
10,138
+1,006
+11% +$134K 0.09% 178
2021
Q3
$1.21M Buy
9,132
+741
+9% +$98.4K 0.09% 190
2021
Q2
$1.18M Buy
8,391
+506
+6% +$70.9K 0.09% 196
2021
Q1
$1.01M Sell
7,885
-1,464
-16% -$187K 0.08% 206
2020
Q4
$1.13M Sell
9,349
-4,741
-34% -$571K 0.09% 183
2020
Q3
$1.64M Sell
14,090
-629
-4% -$73.2K 0.13% 147
2020
Q2
$1.7M Buy
14,719
+2,421
+20% +$279K 0.14% 141
2020
Q1
$1.3M Buy
12,298
+5,341
+77% +$566K 0.11% 147
2019
Q4
$892K Buy
6,957
+79
+1% +$10.1K 0.08% 193
2019
Q3
$956K Buy
6,878
+33
+0.5% +$4.59K 0.09% 185
2019
Q2
$902K Sell
6,845
-68
-1% -$8.96K 0.09% 195
2019
Q1
$932K Buy
6,913
+994
+17% +$134K 0.09% 188
2018
Q4
$643K Buy
5,919
+136
+2% +$14.8K 0.07% 201
2018
Q3
$836K Sell
5,783
-108
-2% -$15.6K 0.08% 186
2018
Q2
$787K Buy
5,891
+84
+1% +$11.2K 0.07% 197
2018
Q1
$852K Sell
5,807
-761
-12% -$112K 0.08% 182
2017
Q4
$963K Sell
6,568
-651
-9% -$95.5K 0.1% 155
2017
Q3
$1M Buy
7,219
+831
+13% +$115K 0.1% 158
2017
Q2
$940K Sell
6,388
-248
-4% -$36.5K 0.11% 158
2017
Q1
$1.11M Sell
6,636
-237
-3% -$39.5K 0.12% 131
2016
Q4
$1.09M Sell
6,873
-434
-6% -$68.9K 0.12% 146
2016
Q3
$1.11M Sell
7,307
-314
-4% -$47.7K 0.12% 139
2016
Q2
$1.11M Buy
7,621
+827
+12% +$120K 0.12% 144
2016
Q1
$984K Buy
+6,794
New +$984K 0.11% 157