Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$949K Hold
2,986
0.38% 74
2025
Q1
$774K Buy
2,986
+500
+20% +$130K 0.33% 79
2024
Q4
$1M Sell
2,486
-839
-25% -$339K 0.41% 73
2024
Q3
$870K Buy
3,325
+2,391
+256% +$626K 0.36% 80
2024
Q2
$236K Buy
+934
New +$236K 0.1% 114
2020
Q2
Sell
-390
Closed -$13K 190
2020
Q1
$13K Buy
+390
New +$13K 0.02% 127
2019
Q1
Sell
-2,805
Closed -$62K 241
2018
Q4
$62K Buy
+2,805
New +$62K 0.06% 92
2018
Q1
Sell
-1,710
Closed -$35K 216
2017
Q4
$35K Buy
+1,710
New +$35K 0.03% 140