Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
3,354
+25
+0.8% +$8.93K 0.07% 143
2025
Q1
$905K Hold
3,329
0.06% 161
2024
Q4
$1.1M Buy
+3,329
New +$1.1M 0.07% 150
2019
Q4
Sell
-11,648
Closed -$969K 108
2019
Q3
$969K Sell
11,648
-2,340
-17% -$195K 0.31% 57
2019
Q2
$1.17M Sell
13,988
-148
-1% -$12.3K 0.37% 56
2019
Q1
$1.14M Sell
14,136
-409
-3% -$33K 0.37% 57
2018
Q4
$999K Buy
14,545
+761
+6% +$52.3K 0.37% 62
2018
Q3
$1.2M Sell
13,784
-262
-2% -$22.7K 0.36% 58
2018
Q2
$1.05M Buy
+14,046
New +$1.05M 0.42% 53