Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.21M Sell
45,804
-85
-0.2% -$4.11K 0.03% 342
2025
Q1
$2.55M Sell
45,889
-12,555
-21% -$696K 0.04% 286
2024
Q4
$2.82M Sell
58,444
-13,363
-19% -$645K 0.04% 274
2024
Q3
$4.12M Buy
71,807
+15,833
+28% +$907K 0.06% 215
2024
Q2
$2.77M Buy
+55,974
New +$2.77M 0.05% 258
2018
Q4
Sell
-4,677
Closed -$209K 209
2018
Q3
$209K Buy
+4,677
New +$209K 0.03% 210
2018
Q1
Sell
-5,078
Closed -$218K 290
2017
Q4
$218K Buy
5,078
+85
+2% +$3.65K 0.03% 268
2017
Q3
$249K Buy
+4,993
New +$249K 0.03% 241