Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.83M Buy
34,539
+126
+0.4% +$6.69K 0.02% 763
2025
Q1
$1.65M Buy
34,413
+1,036
+3% +$49.8K 0.02% 781
2024
Q4
$1.75M Sell
33,377
-3,250
-9% -$170K 0.02% 733
2024
Q3
$1.99M Sell
36,627
-549
-1% -$29.8K 0.02% 669
2024
Q2
$1.91M Sell
37,176
-586
-2% -$30.2K 0.02% 663
2024
Q1
$1.87M Buy
+37,762
New +$1.87M 0.03% 682
2019
Q2
Sell
-19,469
Closed -$1.49M 969
2019
Q1
$1.49M Buy
+19,469
New +$1.49M 0.06% 259
2016
Q2
Sell
-4,758
Closed -$211K 472
2016
Q1
$211K Buy
+4,758
New +$211K 0.02% 406
2015
Q2
Sell
-6,593
Closed -$293K 399
2015
Q1
$293K Buy
6,593
+170
+3% +$7.56K 0.03% 324
2014
Q4
$276K Buy
6,423
+1,104
+21% +$47.4K 0.03% 348
2014
Q3
$221K Buy
+5,319
New +$221K 0.02% 423