Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$554K Buy
11,516
+388
+3% +$18.7K 0.01% 724
2025
Q1
$540K Sell
11,128
-94
-0.8% -$4.56K 0.02% 363
2024
Q4
$548K Buy
11,222
+382
+4% +$18.7K 0.02% 354
2024
Q3
$673K Sell
10,840
-34
-0.3% -$2.11K 0.02% 315
2024
Q2
$621K Sell
10,874
-154
-1% -$8.79K 0.02% 331
2024
Q1
$636K Buy
11,028
+11,008
+55,040% +$635K 0.02% 319
2023
Q4
$1.37K Buy
+20
New +$1.37K ﹤0.01% 655
2021
Q4
Sell
-37,173
Closed -$1.78M 482
2021
Q3
$1.78M Buy
+37,173
New +$1.78M 0.05% 154
2018
Q2
Sell
-7,797
Closed -$309K 235
2018
Q1
$309K Sell
7,797
-33,942
-81% -$1.35M 0.01% 162
2017
Q4
$1.31M Buy
+41,739
New +$1.31M 0.08% 77