Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.84M Buy
+130,275
New +$3.84M 0.34% 76
2025
Q1
Sell
-19,267
Closed -$728K 489
2024
Q4
$728K Sell
19,267
-70,103
-78% -$2.65M 0.09% 281
2024
Q3
$3.45M Buy
+89,370
New +$3.45M 0.36% 92
2024
Q2
Sell
-37,989
Closed -$1.28M 458
2024
Q1
$1.28M Buy
+37,989
New +$1.28M 0.16% 190
2023
Q2
Sell
-9,815
Closed -$418K 281
2023
Q1
$418K Buy
+9,815
New +$418K 0.23% 115
2020
Q3
Sell
-69,488
Closed -$781K 486
2020
Q2
$781K Buy
+69,488
New +$781K 0.05% 217