Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Buy
16,561
+9,580
+137% +$657K 0.41% 45
2025
Q1
$451K Buy
+6,981
New +$451K 0.22% 144
2024
Q3
Sell
-2,397
Closed -$254K 425
2024
Q2
$254K Buy
+2,397
New +$254K 0.25% 163
2024
Q1
Sell
-1,904
Closed -$233K 335
2023
Q4
$233K Buy
+1,904
New +$233K 0.35% 121
2020
Q1
Sell
-7,067
Closed -$743K 1036
2019
Q4
$743K Buy
+7,067
New +$743K 0.02% 1033
2019
Q2
Sell
-96,228
Closed -$11.7M 1912
2019
Q1
$11.7M Buy
+96,228
New +$11.7M 0.26% 56