Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$616K Buy
6,477
+482
+8% +$45.8K 0.01% 769
2025
Q1
$584K Sell
5,995
-110
-2% -$10.7K 0.01% 757
2024
Q4
$635K Sell
6,105
-52
-0.8% -$5.41K 0.01% 747
2024
Q3
$608K Buy
6,157
+57
+0.9% +$5.63K 0.01% 764
2024
Q2
$628K Buy
6,100
+515
+9% +$53K 0.01% 706
2024
Q1
$692K Buy
+5,585
New +$692K 0.01% 687
2018
Q3
Sell
-37,640
Closed -$1.56M 1178
2018
Q2
$1.56M Buy
37,640
+31,593
+522% +$1.31M 0.05% 381
2018
Q1
$267K Buy
+6,047
New +$267K 0.01% 597