Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.02M Sell
6,447
-44
-0.7% -$20.6K 0.57% 30
2025
Q1
$3.02M Sell
6,491
-68
-1% -$31.7K 0.67% 27
2024
Q4
$2.75M Buy
6,559
+793
+14% +$332K 0.59% 29
2024
Q3
$2.75M Buy
5,766
+147
+3% +$70.1K 0.66% 28
2024
Q2
$2.47M Buy
5,619
+32
+0.6% +$14K 0.61% 30
2024
Q1
$2.59M Buy
5,587
+41
+0.7% +$19K 0.68% 27
2023
Q4
$2.28M Buy
5,546
+261
+5% +$107K 0.62% 32
2023
Q3
$1.97M Buy
5,285
+5,228
+9,172% +$1.95M 0.65% 29
2023
Q2
$21.7K Buy
+57
New +$21.7K 0.01% 263
2019
Q4
Sell
-13
Closed -$3K 188
2019
Q3
$3K Hold
13
﹤0.01% 182
2019
Q2
$3K Sell
13
-141
-92% -$32.5K ﹤0.01% 175
2019
Q1
$28K Sell
154
-121
-44% -$22K 0.02% 143
2018
Q4
$43K Buy
+275
New +$43K 0.04% 148