Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Buy
5,963
+2,236
+60% +$621K 0.48% 55
2025
Q1
$1.16M Buy
3,727
+72
+2% +$22.4K 0.27% 78
2024
Q4
$953K Buy
+3,655
New +$953K 0.22% 84
2021
Q1
Sell
-5,680
Closed -$1.35M 96
2020
Q4
$1.35M Sell
5,680
-377
-6% -$89.4K 0.8% 39
2020
Q3
$1.41M Buy
6,057
+118
+2% +$27.4K 0.88% 37
2020
Q2
$1.45M Buy
5,939
+73
+1% +$17.8K 0.99% 34
2020
Q1
$1.19M Buy
5,866
+652
+13% +$132K 1.15% 31
2019
Q4
$1.26M Buy
+5,214
New +$1.26M 1.11% 32