Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.27M Sell
15,555
-3,164
-17% -$257K 0.14% 167
2025
Q1
$1.13M Buy
18,719
+15,683
+517% +$948K 0.13% 165
2024
Q4
$257K Sell
3,036
-1,597
-34% -$135K 0.03% 814
2024
Q3
$285K Sell
4,633
-803
-15% -$49.5K 0.03% 784
2024
Q2
$262K Sell
5,436
-3,493
-39% -$168K 0.03% 786
2024
Q1
$442K Buy
+8,929
New +$442K 0.05% 345
2018
Q1
Sell
-2,635
Closed -$55K 292
2017
Q4
$55K Buy
+2,635
New +$55K 0.05% 614