Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.01M Buy
+3,492
New +$2.01M 0.18% 161
2024
Q3
Sell
-2,372
Closed -$1.14M 557
2024
Q2
$1.14M Buy
+2,372
New +$1.14M 0.11% 230
2020
Q4
Sell
-881
Closed -$314K 486
2020
Q3
$314K Buy
+881
New +$314K 0.03% 278
2020
Q2
Hold
0
425
2020
Q1
Hold
0
332