Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$800K Buy
16,689
+5,778
+53% +$277K 0.14% 231
2025
Q1
$543K Buy
+10,911
New +$543K 0.09% 384
2024
Q4
Sell
-29,999
Closed -$1.95M 869
2024
Q3
$1.95M Buy
+29,999
New +$1.95M 0.31% 56
2022
Q2
Sell
-3,946
Closed -$216K 860
2022
Q1
$216K Buy
+3,946
New +$216K 0.01% 567
2020
Q4
Sell
-10,200
Closed -$228K 197
2020
Q3
$228K Buy
+10,200
New +$228K 0.02% 253
2020
Q1
Sell
-12,500
Closed -$381K 297
2019
Q4
$381K Buy
+12,500
New +$381K 0.02% 247