Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.63M Buy
16,975
+12,090
+247% +$4.01M 0.13% 144
2025
Q1
$1.7M Sell
4,885
-4,062
-45% -$1.42M 0.04% 206
2024
Q4
$3.03M Buy
8,947
+697
+8% +$236K 0.08% 182
2024
Q3
$2.58M Buy
+8,250
New +$2.58M 0.07% 146
2022
Q2
Sell
-32,096
Closed -$7.99M 377
2022
Q1
$7.99M Buy
+32,096
New +$7.99M 0.36% 50
2018
Q1
Sell
-17,580
Closed -$3.38M 338
2017
Q4
$3.38M Sell
17,580
-17,620
-50% -$3.39M 0.18% 88
2017
Q3
$5.45M Buy
+35,200
New +$5.45M 0.27% 58