Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.61M Sell
9,594
-1,917
-17% -$321K ﹤0.01% 1209
2025
Q1
$1.76M Sell
11,511
-870
-7% -$133K ﹤0.01% 1167
2024
Q4
$2.11M Buy
+12,381
New +$2.11M ﹤0.01% 1144
2024
Q1
Sell
-1,243
Closed -$247K 2657
2023
Q4
$247K Sell
1,243
-8
-0.6% -$1.59K ﹤0.01% 1917
2023
Q3
$212K Buy
+1,251
New +$212K ﹤0.01% 1896
2018
Q4
Sell
-16,528
Closed -$1.89M 1984
2018
Q3
$1.89M Sell
16,528
-12,216
-42% -$1.4M ﹤0.01% 1061
2018
Q2
$2.98M Buy
28,744
+4,247
+17% +$441K 0.01% 984
2018
Q1
$2.3M Buy
+24,497
New +$2.3M ﹤0.01% 996