Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
8,953
+88
+1% +$10.8K 0.01% 314
2025
Q1
$808K Sell
8,865
-121,667
-93% -$11.1M 0.01% 354
2024
Q4
$15M Sell
130,532
-988
-0.8% -$114K 0.19% 80
2024
Q3
$15.6M Buy
131,520
+121,573
+1,222% +$14.4M 0.19% 77
2024
Q2
$1.37M Sell
9,947
-119
-1% -$16.4K 0.02% 270
2024
Q1
$1.15M Sell
10,066
-14
-0.1% -$1.6K 0.02% 288
2023
Q4
$771K Buy
10,080
+4,753
+89% +$364K 0.01% 325
2023
Q3
$367K Buy
5,327
+1,328
+33% +$91.5K 0.01% 302
2023
Q2
$216K Buy
+3,999
New +$216K ﹤0.01% 309
2018
Q3
Sell
-3,189
Closed -$76K 344
2018
Q2
$76K Buy
3,189
+456
+17% +$10.9K 0.01% 357
2018
Q1
$56K Buy
+2,733
New +$56K 0.01% 323