Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
3,605
+996
+38% +$293K 0.04% 243
2025
Q1
$695K Buy
2,609
+976
+60% +$260K 0.04% 228
2024
Q4
$411K Buy
1,633
+243
+17% +$61.1K 0.02% 286
2024
Q3
$306K Buy
1,390
+37
+3% +$8.15K 0.02% 323
2024
Q2
$233K Buy
1,353
+63
+5% +$10.9K 0.02% 335
2024
Q1
$245K Buy
1,290
+22
+2% +$4.17K 0.02% 353
2023
Q4
$227K Buy
1,268
+20
+2% +$3.58K 0.02% 289
2023
Q3
$201K Buy
+1,248
New +$201K 0.02% 308
2020
Q3
Sell
-426
Closed -$59K 462
2020
Q2
$59K Buy
426
+79
+23% +$10.9K 0.02% 174
2020
Q1
$37K Buy
347
+330
+1,941% +$35.2K 0.01% 228
2019
Q4
$2K Buy
17
+1
+6% +$118 ﹤0.01% 594
2019
Q3
$2K Buy
+16
New +$2K ﹤0.01% 344