Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Buy
10,355
+6,271
+154% +$647K 0.28% 84
2025
Q1
$378K Buy
+4,084
New +$378K 0.11% 330
2024
Q3
Sell
-2,306
Closed -$226K 509
2024
Q2
$226K Buy
+2,306
New +$226K 0.09% 379
2023
Q3
Sell
-4,502
Closed -$592K 377
2023
Q2
$592K Buy
+4,502
New +$592K 0.32% 93
2021
Q2
Sell
-2,673
Closed -$384K 584
2021
Q1
$384K Sell
2,673
-8,284
-76% -$1.19M 0.12% 340
2020
Q4
$1.13M Buy
+10,957
New +$1.13M 0.39% 38