Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.44M Buy
19,890
+66
+0.3% +$8.09K 0.07% 273
2025
Q1
$1.81M Buy
19,824
+12,588
+174% +$1.15M 0.06% 309
2024
Q4
$834K Sell
7,236
-1,704
-19% -$196K 0.03% 515
2024
Q3
$1.05M Buy
8,940
+3,722
+71% +$436K 0.03% 490
2024
Q2
$719K Buy
+5,218
New +$719K 0.03% 527
2021
Q1
Sell
-7,959
Closed -$296K 838
2020
Q4
$296K Buy
7,959
+132
+2% +$4.91K 0.02% 567
2020
Q3
$269K Buy
7,827
+253
+3% +$8.7K 0.03% 513
2020
Q2
$211K Buy
+7,574
New +$211K 0.03% 509
2018
Q2
Sell
-1,283
Closed -$26K 631
2018
Q1
$26K Sell
1,283
-124
-9% -$2.51K 0.01% 886
2017
Q4
$34K Buy
1,407
+171
+14% +$4.13K 0.01% 808
2017
Q3
$28K Buy
1,236
+49
+4% +$1.11K 0.01% 669
2017
Q2
$12 Sell
1,187
-1,589
-57% -$16 0.01% 911
2017
Q1
$50K Sell
2,776
-39
-1% -$702 0.03% 416
2016
Q4
$43K Buy
+2,815
New +$43K 0.03% 417