Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.59M Buy
19,314
+207
+1% +$38.4K 1.04% 44
2025
Q1
$4M Buy
19,107
+799
+4% +$167K 1.24% 39
2024
Q4
$3.25M Sell
18,308
-164
-0.9% -$29.1K 1.02% 42
2024
Q3
$3.65M Sell
18,472
-16,919
-48% -$3.34M 1.07% 46
2024
Q2
$6.07M Buy
+35,391
New +$6.07M 1.83% 21
2021
Q1
Sell
-1,434
Closed -$154 298
2020
Q4
$154 Buy
1,434
+139
+11% +$15 ﹤0.01% 439
2020
Q3
$113K Sell
1,295
-9,834
-88% -$858K 0.03% 182
2020
Q2
$1.09K Sell
11,129
-2,747
-20% -$270 0.16% 106
2020
Q1
$1.06K Hold
13,876
0.17% 95
2019
Q4
$1.06M Buy
+13,876
New +$1.06M 0.15% 109