Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
10,652
+5,227
+96% +$590K 0.06% 295
2025
Q1
$503K Buy
5,425
+2,399
+79% +$222K 0.03% 490
2024
Q4
$323K Buy
+3,026
New +$323K 0.02% 668
2023
Q3
Sell
-7,568
Closed -$641K 1220
2023
Q2
$641K Buy
7,568
+2,130
+39% +$180K 0.05% 326
2023
Q1
$458K Buy
+5,438
New +$458K 0.05% 374
2022
Q3
Sell
-22,213
Closed -$1.45M 1668
2022
Q2
$1.45M Buy
22,213
+14,383
+184% +$938K 0.12% 143
2022
Q1
$601K Buy
+7,830
New +$601K 0.04% 341
2021
Q2
Sell
-4,541
Closed -$291K 1445
2021
Q1
$291K Buy
+4,541
New +$291K 0.02% 829
2019
Q4
Sell
-5,401
Closed -$203K 1397
2019
Q3
$203K Buy
+5,401
New +$203K 0.02% 960
2018
Q1
Sell
-5,725
Closed -$213K 1886
2017
Q4
$213K Buy
+5,725
New +$213K 0.01% 1608