Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$984K Buy
3,000
+56
+2% +$18.4K 0.04% 139
2025
Q1
$787K Sell
2,944
-164
-5% -$43.8K 0.04% 142
2024
Q4
$739K Buy
3,108
+725
+30% +$172K 0.03% 151
2024
Q3
$623K Sell
2,383
-55
-2% -$14.4K 0.02% 164
2024
Q2
$545K Buy
2,438
+1,230
+102% +$275K 0.02% 169
2024
Q1
$231K Buy
+1,208
New +$231K 0.01% 220
2020
Q3
Sell
-2,870
Closed -$286K 345
2020
Q2
$286K Sell
2,870
-150
-5% -$14.9K 0.01% 202
2020
Q1
$225K Buy
+3,020
New +$225K 0.01% 197
2015
Q3
Sell
-315,247
Closed -$7.53M 342
2015
Q2
$7.53M Sell
315,247
-3,698
-1% -$88.3K 0.36% 95
2015
Q1
$7.64M Buy
+318,945
New +$7.64M 0.38% 84