Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Sell
14,860
-2,155
-13% -$179K 0.04% 451
2025
Q1
$1.45M Buy
17,015
+2,872
+20% +$246K 0.06% 342
2024
Q4
$1.07M Sell
14,143
-665
-4% -$50.4K 0.04% 415
2024
Q3
$974K Buy
14,808
+6,516
+79% +$429K 0.04% 410
2024
Q2
$444K Buy
8,292
+456
+6% +$24.4K 0.02% 601
2024
Q1
$414K Buy
+7,836
New +$414K 0.02% 597
2019
Q1
Sell
-234
Closed -$10K 768
2018
Q4
$10K Buy
+234
New +$10K ﹤0.01% 1135
2018
Q1
$9K Hold
234
﹤0.01% 1124
2017
Q4
$10K Buy
+234
New +$10K ﹤0.01% 1082