Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.93M Sell
8,532
-7
-0.1% -$1.59K 0.02% 546
2025
Q1
$1.42M Buy
8,539
+2,758
+48% +$458K 0.01% 591
2024
Q4
$1.14M Buy
5,781
+8
+0.1% +$1.58K 0.01% 679
2024
Q3
$1M Buy
5,773
+564
+11% +$98K 0.01% 698
2024
Q2
$905K Buy
5,209
+572
+12% +$99.4K 0.01% 704
2024
Q1
$631K Sell
4,637
-26
-0.6% -$3.54K 0.01% 879
2023
Q4
$485K Buy
4,663
+1,557
+50% +$162K 0.01% 940
2023
Q3
$270K Buy
+3,106
New +$270K ﹤0.01% 1059
2019
Q1
Sell
-17,760
Closed -$655K 67
2018
Q4
$655K Hold
17,760
0.25% 48
2018
Q3
$784K Buy
+17,760
New +$784K 0.26% 53