Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$440K Buy
+1,575
New +$440K 0.12% 306
2025
Q1
Sell
-5,929
Closed -$1.55M 605
2024
Q4
$1.55M Buy
5,929
+3,103
+110% +$809K 0.52% 22
2024
Q3
$911K Buy
+2,826
New +$911K 0.35% 62
2023
Q1
Sell
-1,982
Closed -$521K 411
2022
Q4
$521K Buy
+1,982
New +$521K 0.36% 88
2021
Q3
Sell
-3,200
Closed -$780K 319
2021
Q2
$780K Buy
+3,200
New +$780K 0.29% 79
2021
Q1
Sell
-3,300
Closed -$759K 656
2020
Q4
$759K Buy
+3,300
New +$759K 0.26% 109