Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.96M Buy
62,298
+27,440
+79% +$863K 0.02% 269
2025
Q1
$1.22M Buy
34,858
+16,707
+92% +$585K 0.01% 300
2024
Q4
$772K Buy
18,151
+5,718
+46% +$243K 0.01% 321
2024
Q3
$264K Sell
12,433
-1,000
-7% -$21.2K ﹤0.01% 400
2024
Q2
$270K Buy
+13,433
New +$270K ﹤0.01% 368
2020
Q4
Sell
-79,450
Closed -$284K 402
2020
Q3
$284K Buy
+79,450
New +$284K ﹤0.01% 323
2020
Q2
Sell
-96,600
Closed -$403K 431
2020
Q1
$403K Buy
+96,600
New +$403K ﹤0.01% 327
2019
Q3
Sell
-194,431
Closed -$3.54M 442
2019
Q2
$3.54M Buy
194,431
+168,400
+647% +$3.07M 0.04% 166
2019
Q1
$365K Hold
26,031
﹤0.01% 305
2018
Q4
$349K Hold
26,031
﹤0.01% 321
2018
Q3
$402K Hold
26,031
﹤0.01% 318
2018
Q2
$354K Buy
26,031
+16,080
+162% +$219K ﹤0.01% 317
2018
Q1
$215K Buy
+9,951
New +$215K ﹤0.01% 383