Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Buy
229,027
+165,275
+259% +$934K 0.14% 161
2025
Q1
$347K Sell
63,752
-101,237
-61% -$552K 0.04% 361
2024
Q4
$1.15M Buy
+164,989
New +$1.15M 0.13% 182
2024
Q3
Sell
-155,994
Closed -$850K 885
2024
Q2
$850K Buy
+155,994
New +$850K 0.1% 228
2018
Q1
Sell
-2,538
Closed -$57K 580
2017
Q4
$57K Buy
+2,538
New +$57K 0.05% 479