Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.78M Buy
+36,334
New +$4.78M 0.72% 43
2024
Q4
Sell
-39,255
Closed -$4.19M 304
2024
Q3
$4.19M Buy
39,255
+69
+0.2% +$7.37K 0.63% 59
2024
Q2
$3.88M Buy
+39,186
New +$3.88M 0.63% 61
2023
Q3
Sell
-42,673
Closed -$3.08M 332
2023
Q2
$3.08M Buy
+42,673
New +$3.08M 0.57% 45
2020
Q2
Sell
-15,392
Closed -$859K 285
2020
Q1
$859K Sell
15,392
-8,479
-36% -$473K 0.27% 161
2019
Q4
$2M Buy
23,871
+1,098
+5% +$92.2K 0.44% 76
2019
Q3
$1.68M Buy
+22,773
New +$1.68M 0.45% 95
2017
Q4
Sell
-29,385
Closed -$2.28M 321
2017
Q3
$2.28M Buy
+29,385
New +$2.28M 0.3% 153