Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
3,765
+2,592
+221% +$752K 0.05% 301
2025
Q1
$355K Sell
1,173
-63
-5% -$19K 0.02% 564
2024
Q4
$342K Buy
1,236
+364
+42% +$101K 0.02% 568
2024
Q3
$252K Buy
+872
New +$252K 0.11% 257
2024
Q1
Sell
-919
Closed -$208K 384
2023
Q4
$208K Buy
+919
New +$208K 0.11% 273
2017
Q3
Sell
-4,231
Closed -$615K 201
2017
Q2
$615K Buy
+4,231
New +$615K 0.19% 177