Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Sell
19,126
-54
-0.3% -$4.02K 0.02% 284
2025
Q1
$1.3M Buy
19,180
+832
+5% +$56.4K 0.02% 285
2024
Q4
$1.14M Sell
18,348
-2
-0% -$124 0.01% 304
2024
Q3
$1.19M Buy
18,350
+867
+5% +$56.4K 0.01% 299
2024
Q2
$939K Buy
17,483
+4
+0% +$215 0.01% 312
2024
Q1
$923K Buy
17,479
+550
+3% +$29K 0.01% 314
2023
Q4
$738K Hold
16,929
0.01% 333
2023
Q3
$746K Buy
16,929
+843
+5% +$37.2K 0.02% 217
2023
Q2
$719K Buy
+16,086
New +$719K 0.02% 194
2018
Q3
Sell
-888
Closed -$32K 363
2018
Q2
$32K Buy
888
+800
+909% +$28.8K ﹤0.01% 474
2018
Q1
$4K Buy
+88
New +$4K ﹤0.01% 506