Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$342K Hold
1,810
0.07% 221
2025
Q1
$424K Buy
1,810
+315
+21% +$73.8K 0.1% 202
2024
Q4
$588K Hold
1,495
0.13% 179
2024
Q3
$500K Sell
1,495
-450
-23% -$150K 0.13% 183
2024
Q2
$475K Sell
1,945
-190
-9% -$46.4K 0.13% 176
2024
Q1
$744K Buy
+2,135
New +$744K 0.2% 142
2019
Q3
Sell
-5,275
Closed -$610K 200
2019
Q2
$610K Buy
5,275
+4,575
+654% +$529K 0.26% 113
2019
Q1
$72K Buy
+700
New +$72K 0.03% 237