Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$530K Buy
3,652
+166
+5% +$24.1K 0.01% 547
2025
Q1
$441K Buy
3,486
+233
+7% +$29.5K 0.01% 464
2024
Q4
$338K Buy
3,253
+390
+14% +$40.5K 0.01% 509
2024
Q3
$244K Sell
2,863
-49
-2% -$4.18K 0.01% 573
2024
Q2
$205K Buy
+2,912
New +$205K 0.01% 588
2019
Q4
Sell
-27,981
Closed -$739K 845
2019
Q3
$739K Sell
27,981
-17,720
-39% -$468K 0.02% 503
2019
Q2
$1.39M Sell
45,701
-23,551
-34% -$716K 0.04% 387
2019
Q1
$2.36M Sell
69,252
-17,123
-20% -$585K 0.08% 278
2018
Q4
$2.14M Buy
86,375
+40,657
+89% +$1.01M 0.07% 290
2018
Q3
$809K Sell
45,718
-4,137
-8% -$73.2K 0.02% 524
2018
Q2
$816K Buy
+49,855
New +$816K 0.04% 374
2017
Q4
Sell
-68,484
Closed -$1.22M 603
2017
Q3
$1.22M Buy
68,484
+2,362
+4% +$42.1K 0.05% 308
2017
Q2
$1.19M Buy
+66,122
New +$1.19M 0.05% 297