Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$924K Sell
32,061
-20,540
-39% -$592K 0.02% 212
2025
Q1
$1.49M Buy
52,601
+34,530
+191% +$975K 0.04% 155
2024
Q4
$409K Sell
18,071
-45,318
-71% -$1.02M 0.01% 272
2024
Q3
$1.39M Sell
63,389
-40,920
-39% -$900K 0.04% 173
2024
Q2
$2M Buy
104,309
+90,255
+642% +$1.73M 0.08% 106
2024
Q1
$247K Sell
14,054
-6,330
-31% -$111K 0.01% 219
2023
Q4
$342K Sell
20,384
-7,877
-28% -$132K 0.01% 168
2023
Q3
$424K Buy
28,261
+7,713
+38% +$116K 0.01% 177
2023
Q2
$328K Buy
+20,548
New +$328K 0.01% 174
2018
Q1
Sell
-113,949
Closed -$3.35M 435
2017
Q4
$3.35M Buy
+113,949
New +$3.35M 0.35% 27