Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.97M Buy
+30,136
New +$2.97M 0.26% 109
2024
Q2
Sell
-2,214
Closed -$204K 475
2024
Q1
$204K Buy
+2,214
New +$204K 0.03% 481
2022
Q1
Sell
-3,184
Closed -$515K 195
2021
Q4
$515K Buy
+3,184
New +$515K 0.09% 147
2020
Q4
Sell
-11,185
Closed -$2.64M 358
2020
Q3
$2.64M Buy
+11,185
New +$2.64M 0.25% 88
2019
Q2
Sell
-3,320
Closed -$409K 397
2019
Q1
$409K Buy
+3,320
New +$409K 0.03% 367