Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.13M Sell
7,238
-73
-1% -$21.5K 0.09% 99
2025
Q1
$1.82M Buy
7,311
+73
+1% +$18.2K 0.09% 100
2024
Q4
$1.59M Sell
7,238
-53
-0.7% -$11.7K 0.07% 98
2024
Q3
$1.61M Buy
7,291
+4,729
+185% +$1.05M 0.08% 97
2024
Q2
$443K Buy
+2,562
New +$443K 0.02% 177
2023
Q1
Sell
-9,046
Closed -$1.27M 234
2022
Q4
$1.27M Buy
+9,046
New +$1.27M 0.08% 91
2018
Q1
Sell
-2,877
Closed -$422K 166
2017
Q4
$422K Buy
+2,877
New +$422K 0.04% 128