Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.83M Sell
24,087
-19
-0.1% -$3.02K 0.02% 671
2025
Q1
$3.47M Buy
24,106
+1,042
+5% +$150K 0.02% 636
2024
Q4
$3.62M Buy
23,064
+1,341
+6% +$210K 0.02% 603
2024
Q3
$3.17M Buy
21,723
+1,969
+10% +$287K 0.02% 618
2024
Q2
$2.45M Buy
19,754
+3,956
+25% +$490K 0.02% 670
2024
Q1
$1.9M Buy
15,798
+3,111
+25% +$374K 0.02% 717
2023
Q4
$1.46M Sell
12,687
-320
-2% -$36.8K 0.01% 781
2023
Q3
$1.39M Buy
13,007
+11,308
+666% +$1.21M 0.02% 725
2023
Q2
$144K Sell
1,699
-8,312
-83% -$705K ﹤0.01% 1737
2023
Q1
$893K Buy
10,011
+344
+4% +$30.7K 0.01% 829
2022
Q4
$50.7K Buy
+9,667
New +$50.7K ﹤0.01% 1710
2017
Q3
Sell
-184
Closed -$13.6K 945
2017
Q2
$13.6K Buy
+184
New +$13.6K ﹤0.01% 847