Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.8M Buy
312,160
+18,949
+6% +$1.63M 0.03% 278
2025
Q1
$24.5M Buy
293,211
+68,084
+30% +$5.69M 0.03% 287
2024
Q4
$19M Buy
225,127
+1,230
+0.5% +$104K 0.02% 324
2024
Q3
$19.6M Buy
223,897
+26,671
+14% +$2.33M 0.03% 327
2024
Q2
$15.6M Sell
197,226
-2,557
-1% -$203K 0.02% 349
2024
Q1
$18.7M Sell
199,783
-527
-0.3% -$49.3K 0.03% 315
2023
Q4
$17.4M Sell
200,310
-15,531
-7% -$1.35M 0.03% 329
2023
Q3
$15.7M Sell
215,841
-8,706
-4% -$634K 0.03% 327
2023
Q2
$19.4M Sell
224,547
-7,060
-3% -$610K 0.03% 291
2023
Q1
$16.9M Sell
231,607
-6,833
-3% -$499K 0.03% 311
2022
Q4
$16M Sell
238,440
-44,911
-16% -$3.02M 0.03% 322
2022
Q3
$17M Buy
283,351
+2,871
+1% +$172K 0.04% 278
2022
Q2
$16.7M Buy
280,480
+2,253
+0.8% +$134K 0.03% 298
2022
Q1
$19.4M Sell
278,227
-3,084
-1% -$215K 0.03% 303
2021
Q4
$22.7M Sell
281,311
-771
-0.3% -$62.2K 0.04% 281
2021
Q3
$19.7M Sell
282,082
-3,732
-1% -$261K 0.04% 292
2021
Q2
$21.6M Buy
285,814
+1,660
+0.6% +$126K 0.04% 273
2021
Q1
$20.4M Sell
284,154
-2,205
-0.8% -$158K 0.04% 277
2020
Q4
$20.7M Buy
286,359
+105
+0% +$7.6K 0.04% 267
2020
Q3
$17.6M Sell
286,254
-4,473
-2% -$274K 0.04% 274
2020
Q2
$14M Sell
290,727
-4,376
-1% -$210K 0.04% 302
2020
Q1
$14.4M Buy
295,103
+6,028
+2% +$294K 0.04% 267
2019
Q4
$15M Buy
289,075
+7,683
+3% +$399K 0.04% 302
2019
Q3
$13M Sell
281,392
-4,110
-1% -$189K 0.04% 317
2019
Q2
$14.3M Sell
285,502
-6,888
-2% -$346K 0.04% 308
2019
Q1
$14.5M Sell
292,390
-5,094
-2% -$252K 0.04% 298
2018
Q4
$12.5M Sell
297,484
-8,496
-3% -$356K 0.04% 298
2018
Q3
$14.2M Buy
305,980
+3,808
+1% +$176K 0.04% 301
2018
Q2
$13.7M Sell
302,172
-10,504
-3% -$475K 0.04% 298
2018
Q1
$14.3M Sell
312,676
-14,313
-4% -$654K 0.04% 289
2017
Q4
$14.8M Sell
326,989
-21,866
-6% -$989K 0.05% 284
2017
Q3
$14.4M Sell
348,855
-5,370
-2% -$221K 0.05% 279
2017
Q2
$12.9M Sell
354,225
-5,001
-1% -$182K 0.04% 293
2017
Q1
$11.3M Sell
359,226
-40,446
-10% -$1.27M 0.04% 316
2016
Q4
$11.1M Sell
399,672
-4,962
-1% -$137K 0.04% 318
2016
Q3
$9.98M Sell
404,634
-54,456
-12% -$1.34M 0.04% 328
2016
Q2
$12.1M Sell
459,090
-58,521
-11% -$1.54M 0.05% 302
2016
Q1
$14.5M Buy
517,611
+81,000
+19% +$2.27M 0.06% 261
2015
Q4
$10.5M Sell
436,611
-33,267
-7% -$799K 0.04% 322
2015
Q3
$10.5M Buy
469,878
+5,979
+1% +$134K 0.04% 313
2015
Q2
$11M Sell
463,899
-1,695
-0.4% -$40.1K 0.04% 316
2015
Q1
$11.2M Sell
465,594
-3,405
-0.7% -$81.9K 0.04% 317
2014
Q4
$12.5M Sell
468,999
-10,479
-2% -$280K 0.05% 299
2014
Q3
$11.7M Sell
479,478
-30,024
-6% -$730K 0.05% 295
2014
Q2
$13.3M Sell
509,502
-804
-0.2% -$20.9K 0.05% 268
2014
Q1
$12.7M Buy
510,306
+19,317
+4% +$481K 0.05% 268
2013
Q4
$12.8M Sell
490,989
-26,562
-5% -$692K 0.05% 268
2013
Q3
$12.8M Sell
517,551
-9,414
-2% -$232K 0.06% 244
2013
Q2
$11.1M Buy
+526,965
New +$11.1M 0.05% 265