Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.16M Sell
18,102
-218
-1% -$86.2K 0.11% 139
2025
Q1
$6.82M Sell
18,320
-121
-0.7% -$45K 0.11% 131
2024
Q4
$6.64M Sell
18,441
-1,543
-8% -$556K 0.11% 134
2024
Q3
$7.22M Sell
19,984
-576
-3% -$208K 0.11% 130
2024
Q2
$7M Sell
20,560
-607
-3% -$207K 0.11% 131
2024
Q1
$7.58M Buy
21,167
+13,323
+170% +$4.77M 0.12% 133
2023
Q4
$2.35M Buy
7,844
+77
+1% +$23.1K 0.03% 229
2023
Q3
$2.12M Buy
7,767
+57
+0.7% +$15.6K 0.03% 235
2023
Q2
$2.35M Buy
7,710
+169
+2% +$51.6K 0.04% 237
2023
Q1
$2.15M Sell
7,541
-372
-5% -$106K 0.03% 252
2022
Q4
$1.94M Sell
7,913
-1,465
-16% -$358K 0.03% 262
2022
Q3
$1.9M Sell
9,378
-4,924
-34% -$997K 0.03% 265
2022
Q2
$2.85M Buy
14,302
+323
+2% +$64.3K 0.04% 241
2022
Q1
$3.74M Sell
13,979
-6,891
-33% -$1.84M 0.05% 226
2021
Q4
$5.58M Buy
20,870
+13,558
+185% +$3.63M 0.07% 198
2021
Q3
$1.93M Sell
7,312
-69
-0.9% -$18.2K 0.04% 197
2021
Q2
$1.92M Buy
7,381
+520
+8% +$135K 0.04% 194
2021
Q1
$1.67M Buy
6,861
+646
+10% +$157K 0.04% 193
2020
Q4
$1.52M Sell
6,215
-3,014
-33% -$739K 0.04% 197
2020
Q3
$1.66M Hold
9,229
0.05% 183
2020
Q2
$1.66M Sell
9,229
-678
-7% -$122K 0.05% 183
2020
Q1
$1.65M Buy
9,907
+218
+2% +$36.3K 0.06% 172
2019
Q4
$2.03M Buy
9,689
+1,005
+12% +$211K 0.06% 177
2019
Q3
$1.88K Sell
8,684
-48
-0.5% -$10 0.05% 182
2019
Q2
$1.8K Buy
8,732
+512
+6% +$105 0.04% 185
2019
Q1
$1.62M Sell
8,220
-272
-3% -$53.7K 0.05% 188
2018
Q4
$1.33K Buy
8,492
+215
+3% +$34 0.04% 186
2018
Q3
$1.47M Buy
8,277
+230
+3% +$40.9K 0.04% 189
2018
Q2
$1.36M Sell
8,047
-135
-2% -$22.8K 0.04% 196
2018
Q1
$1.32M Sell
8,182
-740
-8% -$119K 0.04% 198
2017
Q4
$1.38M Sell
8,922
-453
-5% -$70.1K 0.05% 189
2017
Q3
$1.33M Buy
+9,375
New +$1.33M 0.05% 189