Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Buy
10,132
+227
+2% +$44.8K 0.79% 46
2025
Q1
$2.03M Sell
9,905
-38
-0.4% -$7.79K 0.86% 48
2024
Q4
$2.28M Sell
9,943
-30
-0.3% -$6.89K 0.94% 44
2024
Q3
$2.77M Buy
+9,973
New +$2.77M 1.16% 29
2018
Q1
Sell
-451
Closed -$37K 199
2017
Q4
$37K Buy
+451
New +$37K 0.03% 138