Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.94M Sell
25,628
-358
-1% -$27.1K 0.11% 140
2025
Q1
$1.95M Buy
25,986
+1,951
+8% +$146K 0.13% 128
2024
Q4
$1.84M Buy
24,035
+5,316
+28% +$406K 0.12% 127
2024
Q3
$1.46M Buy
18,719
+4,695
+33% +$366K 0.1% 142
2024
Q2
$1M Buy
14,024
+2,689
+24% +$192K 0.07% 163
2024
Q1
$920K Sell
11,335
-599
-5% -$48.6K 0.07% 169
2023
Q4
$873K Sell
11,934
-417
-3% -$30.5K 0.07% 157
2023
Q3
$816K Buy
+12,351
New +$816K 0.07% 158
2023
Q2
Sell
-6,400
Closed -$494K 369
2023
Q1
$494K Buy
+6,400
New +$494K 0.04% 268
2018
Q4
Sell
-12
Closed -$1K 620
2018
Q3
$1K Buy
+12
New +$1K ﹤0.01% 787
2017
Q4
Sell
-289
Closed -$16K 836
2017
Q3
$16K Buy
289
+114
+65% +$6.31K ﹤0.01% 517
2017
Q2
$9K Hold
175
﹤0.01% 548
2017
Q1
$10K Hold
175
﹤0.01% 516
2016
Q4
$10K Hold
175
﹤0.01% 516
2016
Q3
$9K Hold
175
﹤0.01% 540
2016
Q2
$9K Hold
175
﹤0.01% 545
2016
Q1
$8K Hold
175
﹤0.01% 492
2015
Q4
$7K Hold
175
0.01% 295
2015
Q3
$7K Buy
+175
New +$7K ﹤0.01% 433