Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.69M Buy
+9,758
New +$7.69M 3.05% 11
2024
Q2
Sell
-416
Closed -$270K 69
2024
Q1
$270K Sell
416
-160
-28% -$104K 0.12% 64
2023
Q4
$360K Buy
+576
New +$360K 0.2% 64
2020
Q2
Sell
-1,455
Closed -$335K 82
2020
Q1
$335K Buy
+1,455
New +$335K 0.48% 42
2018
Q4
Sell
-6,839
Closed -$1.56M 74
2018
Q3
$1.56M Sell
6,839
-186
-3% -$42.3K 1.19% 31
2018
Q2
$1.44M Buy
7,025
+65
+0.9% +$13.3K 1.14% 31
2018
Q1
$1.21M Buy
+6,960
New +$1.21M 0.99% 36