Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.55M Buy
+63,582
New +$5.55M 0.49% 42
2024
Q3
Sell
-10,138
Closed -$1.15M 503
2024
Q2
$1.15M Buy
10,138
+3,301
+48% +$374K 0.11% 229
2024
Q1
$948K Buy
6,837
+2,205
+48% +$306K 0.12% 228
2023
Q4
$575K Buy
+4,632
New +$575K 0.1% 257
2020
Q4
Sell
-10,744
Closed -$1.11M 416
2020
Q3
$1.11M Buy
+10,744
New +$1.11M 0.11% 172
2020
Q1
Sell
-5,912
Closed -$323K 294
2019
Q4
$323K Buy
5,912
+56
+1% +$3.06K 0.03% 192
2019
Q3
$218K Sell
5,856
-1,780
-23% -$66.3K 0.01% 252
2019
Q2
$286K Buy
+7,636
New +$286K 0.02% 344