Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Buy
12,512
+393
+3% +$41.4K 0.02% 290
2025
Q1
$1.35M Sell
12,119
-462
-4% -$51.4K 0.02% 279
2024
Q4
$1.3M Buy
12,581
+6,001
+91% +$621K 0.02% 289
2024
Q3
$736K Sell
6,580
-66
-1% -$7.38K 0.01% 362
2024
Q2
$594K Buy
6,646
+1,256
+23% +$112K 0.01% 373
2024
Q1
$463K Sell
5,390
-158
-3% -$13.6K 0.01% 400
2023
Q4
$458K Buy
+5,548
New +$458K 0.01% 388
2020
Q1
Sell
-4,876
Closed -$258K 198
2019
Q4
$258K Buy
+4,876
New +$258K 0.03% 211
2019
Q3
Sell
-3,676
Closed -$201K 231
2019
Q2
$201K Buy
+3,676
New +$201K 0.02% 223
2018
Q4
Sell
-4,300
Closed -$202K 218
2018
Q3
$202K Hold
4,300
0.02% 222
2018
Q2
$185K Sell
4,300
-242
-5% -$10.4K 0.02% 235
2018
Q1
$199K Sell
4,542
-1,404
-24% -$61.5K 0.03% 198
2017
Q4
$261K Buy
5,946
+66
+1% +$2.9K 0.03% 203
2017
Q3
$239K Buy
+5,880
New +$239K 0.03% 209