Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.87M Buy
17,104
+15,248
+822% +$3.45M 0.97% 40
2025
Q1
$308K Sell
1,856
-6,208
-77% -$1.03M 0.09% 101
2024
Q4
$1.59M Buy
+8,064
New +$1.59M 0.42% 69
2021
Q2
Sell
-4,241
Closed -$502K 151
2021
Q1
$502K Buy
4,241
+70
+2% +$8.29K 0.19% 91
2020
Q4
$455K Buy
+4,171
New +$455K 0.19% 88