Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.93M Buy
49,774
+1,855
+4% +$72K 0.03% 375
2025
Q1
$1.88M Sell
47,919
-4,832
-9% -$190K 0.03% 349
2024
Q4
$1.78M Sell
52,751
-1,929
-4% -$64.9K 0.03% 389
2024
Q3
$2.22M Buy
54,680
+2,523
+5% +$103K 0.03% 329
2024
Q2
$2M Buy
52,157
+46,088
+759% +$1.77M 0.03% 319
2024
Q1
$260K Sell
6,069
-1,380
-19% -$59.2K 0.01% 568
2023
Q4
$279K Buy
7,449
+1,570
+27% +$58.8K 0.01% 512
2023
Q3
$215K Sell
5,879
-575
-9% -$21K 0.01% 434
2023
Q2
$232K Buy
6,454
+109
+2% +$3.92K 0.01% 420
2023
Q1
$226K Buy
+6,345
New +$226K 0.01% 442
2018
Q4
Sell
-4,618
Closed -$235K 198
2018
Q3
$235K Buy
4,618
+414
+10% +$21.1K 0.03% 193
2018
Q2
$214K Buy
+4,204
New +$214K 0.03% 221
2017
Q4
Sell
-5,154
Closed -$265K 291
2017
Q3
$265K Buy
5,154
+948
+23% +$48.7K 0.03% 230
2017
Q2
$229K Sell
4,206
-17
-0.4% -$926 0.03% 239
2017
Q1
$226K Sell
4,223
-139
-3% -$7.44K 0.03% 238
2016
Q4
$212K Buy
4,362
+169
+4% +$8.21K 0.03% 234
2016
Q3
$228K Buy
+4,193
New +$228K 0.04% 208