Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.81M Buy
+68,379
New +$5.81M 0.03% 217
2024
Q4
Sell
-16,746
Closed -$1.73M 753
2024
Q3
$1.73M Buy
16,746
+13,745
+458% +$1.42M 0.04% 239
2024
Q2
$348K Buy
+3,001
New +$348K 0.01% 363
2022
Q1
Sell
-4,798
Closed -$750K 1480
2021
Q4
$750K Buy
+4,798
New +$750K 0.01% 875
2020
Q4
Sell
-1,729
Closed -$223K 856
2020
Q3
$223K Buy
+1,729
New +$223K ﹤0.01% 590
2020
Q2
Sell
-4,203
Closed -$339K 554
2020
Q1
$339K Buy
+4,203
New +$339K 0.01% 319
2018
Q3
Sell
-6,098
Closed -$489K 661
2018
Q2
$489K Sell
6,098
-6,850
-53% -$549K 0.01% 280
2018
Q1
$912K Sell
12,948
-8,119
-39% -$572K 0.02% 215
2017
Q4
$1.4M Buy
+21,067
New +$1.4M 0.03% 162
2017
Q3
Sell
-5,992
Closed -$379K 871
2017
Q2
$379K Buy
+5,992
New +$379K 0.01% 522