Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.48M Buy
49,737
+3,473
+8% +$173K 0.09% 150
2025
Q1
$1.53M Buy
46,264
+31,329
+210% +$1.04M 0.06% 212
2024
Q4
$573K Sell
14,935
-110
-0.7% -$4.22K 0.02% 387
2024
Q3
$503K Buy
15,045
+3,723
+33% +$124K 0.02% 409
2024
Q2
$334K Buy
+11,322
New +$334K 0.01% 496
2018
Q2
Sell
-13,298
Closed -$164K 443
2018
Q1
$164K Sell
13,298
-6,403
-33% -$79K 0.01% 427
2017
Q4
$267K Sell
19,701
-3,484
-15% -$47.2K 0.02% 383
2017
Q3
$289K Sell
23,185
-250
-1% -$3.12K 0.02% 372
2017
Q2
$288K Buy
23,435
+5,965
+34% +$73.3K 0.02% 368
2017
Q1
$221K Buy
17,470
+701
+4% +$8.87K 0.02% 387
2016
Q4
$182K Sell
16,769
-122
-0.7% -$1.32K 0.02% 397
2016
Q3
$173K Sell
16,891
-3,046
-15% -$31.2K 0.02% 381
2016
Q2
$177K Buy
+19,937
New +$177K 0.02% 376
2014
Q1
Sell
-28,017
Closed -$164K 359
2013
Q4
$164K Buy
28,017
+3,603
+15% +$21.1K 0.02% 326
2013
Q3
$167K Buy
24,414
+186
+0.8% +$1.27K 0.02% 308
2013
Q2
$141K Buy
+24,228
New +$141K 0.02% 303