Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.59M Buy
16,869
+179
+1% +$27.5K 1.06% 29
2025
Q1
$2.32M Buy
16,690
+76
+0.5% +$10.6K 1.07% 27
2024
Q4
$2.14M Buy
16,614
+146
+0.9% +$18.8K 0.91% 40
2024
Q3
$2.25M Buy
16,468
+191
+1% +$26.1K 1% 24
2024
Q2
$1.66M Buy
+16,277
New +$1.66M 0.95% 45
2019
Q3
Sell
-12,542
Closed -$1.82M 68
2019
Q2
$1.82M Buy
12,542
+105
+0.8% +$15.2K 1.53% 40
2019
Q1
$2.16M Buy
12,437
+158
+1% +$27.5K 1.99% 18
2018
Q4
$1.96M Sell
12,279
-549
-4% -$87.5K 2.14% 15
2018
Q3
$2.26M Buy
+12,828
New +$2.26M 2.03% 23
2018
Q2
Sell
-12,428
Closed -$2.28M 88
2018
Q1
$2.28M Buy
12,428
+179
+1% +$32.9K 2.19% 14
2017
Q4
$2.41M Buy
+12,249
New +$2.41M 2.1% 14