Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.96M Buy
70,207
+64,439
+1,117% +$3.64M 0.13% 177
2025
Q1
$312K Buy
5,768
+895
+18% +$48.4K 0.01% 801
2024
Q4
$226K Sell
4,873
-1,251
-20% -$58K 0.01% 959
2024
Q3
$310K Sell
6,124
-276
-4% -$14K 0.01% 748
2024
Q2
$312K Buy
+6,400
New +$312K 0.01% 751
2019
Q4
Sell
-23,619
Closed -$536K 471
2019
Q3
$536K Buy
23,619
+4,249
+22% +$96.4K 0.15% 188
2019
Q2
$463K Sell
19,370
-4,210
-18% -$101K 0.15% 196
2019
Q1
$654K Buy
23,580
+13,663
+138% +$379K 0.21% 137
2018
Q4
$238K Sell
9,917
-658
-6% -$15.8K 0.1% 228
2018
Q3
$285K Buy
+10,575
New +$285K 0.13% 223
2018
Q1
$8K Hold
340
﹤0.01% 1175
2017
Q4
$7K Buy
+340
New +$7K ﹤0.01% 1194