Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Sell
997
-5,759
-85% -$1.31M 0.01% 762
2025
Q1
$1.65M Buy
6,756
+5,121
+313% +$1.25M 0.05% 146
2024
Q4
$458K Sell
1,635
-231
-12% -$64.8K 0.02% 256
2024
Q3
$511K Buy
+1,866
New +$511K 0.01% 291
2020
Q1
Sell
-3,899
Closed -$590K 278
2019
Q4
$590K Buy
+3,899
New +$590K 0.02% 80
2018
Q1
Sell
-3,456
Closed -$862K 264
2017
Q4
$862K Buy
+3,456
New +$862K 0.09% 124