Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.98M Buy
+62,040
New +$2.98M 0.26% 108
2024
Q2
Sell
-13,237
Closed -$764K 493
2024
Q1
$764K Buy
+13,237
New +$764K 0.1% 258
2021
Q3
Sell
-9,328
Closed -$606K 297
2021
Q2
$606K Buy
9,328
+4,056
+77% +$264K 0.08% 139
2021
Q1
$326K Buy
+5,272
New +$326K 0.05% 173
2020
Q4
Sell
-10,028
Closed -$463K 373
2020
Q3
$463K Buy
+10,028
New +$463K 0.04% 252