Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.23M Sell
45,691
-3,212
-7% -$438K 0.14% 89
2025
Q1
$4.13M Buy
48,903
+12,182
+33% +$1.03M 0.1% 112
2024
Q4
$2.78M Buy
+36,721
New +$2.78M 0.07% 128
2022
Q2
Sell
-14,441
Closed -$198K 530
2022
Q1
$198K Buy
14,441
+5,292
+58% +$72.6K 0.01% 368
2021
Q4
$167K Buy
+9,149
New +$167K 0.01% 333