Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.38M Buy
8,234
+18
+0.2% +$16.1K 0.27% 91
2025
Q1
$5.59M Sell
8,216
-217
-3% -$148K 0.23% 132
2024
Q4
$5.31M Buy
8,433
+196
+2% +$124K 0.22% 127
2024
Q3
$5.49M Buy
8,237
+294
+4% +$196K 0.23% 125
2024
Q2
$6.55M Buy
+7,943
New +$6.55M 0.3% 84
2017
Q3
Sell
-11,061
Closed -$1.06M 518
2017
Q2
$1.06M Sell
11,061
-389
-3% -$37.2K 0.16% 136
2017
Q1
$1.1M Buy
11,450
+309
+3% +$29.6K 0.11% 183
2016
Q4
$877K Buy
+11,141
New +$877K 0.11% 187