Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.68M Buy
+7,414
New +$1.68M 0.03% 308
2024
Q4
Sell
-3,839
Closed -$669K 739
2024
Q3
$669K Buy
3,839
+1,311
+52% +$228K 0.02% 338
2024
Q2
$441K Buy
2,528
+493
+24% +$85.9K 0.01% 396
2024
Q1
$278K Buy
+2,035
New +$278K 0.01% 485
2023
Q3
Sell
-2,022
Closed -$205K 577
2023
Q2
$205K Buy
+2,022
New +$205K 0.01% 479
2022
Q1
Sell
-1,815
Closed -$219K 374
2021
Q4
$219K Sell
1,815
-444
-20% -$53.6K 0.01% 263
2021
Q3
$253K Buy
2,259
+50
+2% +$5.6K 0.02% 224
2021
Q2
$266K Sell
2,209
-135
-6% -$16.3K 0.02% 188
2021
Q1
$278K Buy
+2,344
New +$278K 0.03% 160
2018
Q1
Sell
-973
Closed -$42K 1564
2017
Q4
$42K Buy
+973
New +$42K 0.01% 861