Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$518K Buy
215,041
+1,450
+0.7% +$3.5K 0.01% 821
2025
Q1
$498K Buy
213,591
+40,525
+23% +$94.4K 0.01% 816
2024
Q4
$320K Buy
173,066
+6,078
+4% +$11.2K ﹤0.01% 989
2024
Q3
$407K Buy
166,988
+11,182
+7% +$27.3K 0.01% 906
2024
Q2
$319K Buy
155,806
+20,746
+15% +$42.5K ﹤0.01% 982
2024
Q1
$335K Buy
135,060
+18,924
+16% +$46.9K 0.01% 972
2023
Q4
$325K Buy
116,136
+6,406
+6% +$17.9K 0.01% 905
2023
Q3
$283K Buy
109,730
+16,955
+18% +$43.7K 0.01% 920
2023
Q2
$295K Buy
92,775
+76,666
+476% +$244K 0.01% 920
2023
Q1
$45.4K Buy
+16,109
New +$45.4K ﹤0.01% 1132
2018
Q4
Sell
-12,588
Closed -$58K 1107
2018
Q3
$58K Buy
+12,588
New +$58K ﹤0.01% 1132
2017
Q3
Sell
-23,988
Closed -$132K 705
2017
Q2
$132K Buy
+23,988
New +$132K ﹤0.01% 814
2016
Q4
Sell
-34,185
Closed -$208K 795
2016
Q3
$208K Buy
34,185
+1,421
+4% +$8.65K 0.01% 691
2016
Q2
$194K Sell
32,764
-15,966
-33% -$94.5K 0.01% 678
2016
Q1
$252K Buy
48,730
+16,291
+50% +$84.2K 0.01% 592
2015
Q4
$145K Buy
32,439
+967
+3% +$4.32K 0.01% 674
2015
Q3
$154K Buy
31,472
+5,751
+22% +$28.1K 0.01% 669
2015
Q2
$157K Buy
25,721
+3,083
+14% +$18.8K 0.01% 728
2015
Q1
$130K Buy
22,638
+6,536
+41% +$37.5K 0.01% 751
2014
Q4
$100K Buy
+16,102
New +$100K ﹤0.01% 754