Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Buy
15,634
+2
+0% +$163 0.03% 166
2025
Q1
$1.55M Buy
15,632
+50
+0.3% +$4.96K 0.04% 137
2024
Q4
$1.56M Sell
15,582
-432
-3% -$43.4K 0.04% 134
2024
Q3
$1.46M Sell
16,014
-263
-2% -$24K 0.04% 138
2024
Q2
$1.33M Hold
16,277
0.04% 143
2024
Q1
$1.3M Hold
16,277
0.04% 145
2023
Q4
$1.14M Buy
16,277
+10,627
+188% +$746K 0.04% 140
2023
Q3
$358K Buy
+5,650
New +$358K 0.02% 174
2019
Q1
Sell
-5,370
Closed -$290K 217
2018
Q4
$290K Buy
5,370
+170
+3% +$9.18K 0.02% 175
2018
Q3
$353K Hold
5,200
0.02% 175
2018
Q2
$363K Buy
+5,200
New +$363K 0.03% 176