Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$577K Buy
2,549
+1,069
+72% +$242K 0.1% 188
2025
Q1
$246K Buy
1,480
+444
+43% +$73.7K 0.06% 272
2024
Q4
$205K Buy
+1,036
New +$205K 0.09% 188
2024
Q3
Sell
-1,513
Closed -$263K 274
2024
Q2
$263K Buy
+1,513
New +$263K 0.13% 145
2021
Q3
Sell
-1,686
Closed -$202K 438
2021
Q2
$202K Buy
+1,686
New +$202K 0.04% 386
2020
Q4
Sell
-3,087
Closed -$250K 398
2020
Q3
$250K Buy
+3,087
New +$250K 0.05% 271
2018
Q4
Sell
-6,116
Closed -$270K 298
2018
Q3
$270K Sell
6,116
-365
-6% -$16.1K 0.08% 211
2018
Q2
$272K Sell
6,481
-453
-7% -$19K 0.08% 208
2018
Q1
$303K Buy
6,934
+3,776
+120% +$165K 0.09% 230
2017
Q4
$146K Buy
+3,158
New +$146K 0.04% 409