Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Buy
1,483
+149
+11% +$134K 0.09% 146
2025
Q1
$907K Buy
1,334
+316
+31% +$215K 0.08% 172
2024
Q4
$642K Sell
1,018
-524
-34% -$330K 0.05% 218
2024
Q3
$1.19M Buy
1,542
+699
+83% +$542K 0.12% 123
2024
Q2
$695K Buy
843
+93
+12% +$76.7K 0.07% 178
2024
Q1
$524K Buy
750
+183
+32% +$128K 0.05% 210
2023
Q4
$330K Buy
+567
New +$330K 0.04% 256
2019
Q3
Sell
-14
Closed -$1K 533
2019
Q2
$1K Hold
14
﹤0.01% 766
2019
Q1
$1K Hold
14
﹤0.01% 748
2018
Q4
$0 Sell
14
-7
-33% ﹤0.01% 919
2018
Q3
$2K Sell
21
-45
-68% -$4.29K ﹤0.01% 633
2018
Q2
$5K Buy
66
+11
+20% +$833 ﹤0.01% 571
2018
Q1
$5K Sell
55
-14
-20% -$1.27K ﹤0.01% 536
2017
Q4
$5K Buy
+69
New +$5K ﹤0.01% 551