Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.06M Buy
19,343
+4,009
+26% +$633K 0.28% 28
2025
Q1
$1.66M Buy
15,334
+6,444
+72% +$698K 0.17% 32
2024
Q4
$1.19M Buy
8,890
+624
+8% +$83.8K 0.11% 35
2024
Q3
$1M Sell
8,266
-473
-5% -$57.4K 0.1% 35
2024
Q2
$1.08M Buy
8,739
+609
+7% +$75.2K 0.11% 34
2024
Q1
$735K Buy
8,130
+3,720
+84% +$336K 0.08% 37
2023
Q4
$218K Sell
4,410
-300
-6% -$14.9K 0.03% 76
2023
Q3
$205K Buy
+4,710
New +$205K 0.03% 72
2018
Q4
Sell
-32,680
Closed -$230K 71
2018
Q3
$230K Buy
+32,680
New +$230K 0.03% 62