Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.54M Buy
43,306
+39,209
+957% +$3.2M 0.11% 199
2025
Q1
$407K Sell
4,097
-2,334
-36% -$232K 0.02% 692
2024
Q4
$646K Sell
6,431
-511
-7% -$51.3K 0.02% 559
2024
Q3
$633K Sell
6,942
-287
-4% -$26.2K 0.03% 507
2024
Q2
$590K Buy
7,229
+3,121
+76% +$255K 0.03% 500
2024
Q1
$329K Sell
4,108
-93
-2% -$7.46K 0.02% 689
2023
Q4
$295K Buy
4,201
+60
+1% +$4.21K 0.02% 705
2023
Q3
$263K Buy
+4,141
New +$263K 0.02% 676
2019
Q1
Sell
-1,131
Closed -$61K 1244
2018
Q4
$61K Buy
+1,131
New +$61K 0.03% 581
2018
Q1
$40K Sell
694
-110
-14% -$6.34K 0.02% 659
2017
Q4
$43K Buy
+804
New +$43K 0.02% 654