Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Buy
+15,152
New +$1.39M 0.37% 46
2025
Q1
Sell
-13,200
Closed -$1.22M 666
2024
Q4
$1.22M Buy
13,200
+2,255
+21% +$209K 0.41% 43
2024
Q3
$1.02M Buy
+10,945
New +$1.02M 0.39% 49
2023
Q3
Sell
-4,494
Closed -$250K 428
2023
Q2
$250K Buy
+4,494
New +$250K 0.14% 322
2021
Q2
Sell
-5,574
Closed -$262K 644
2021
Q1
$262K Buy
+5,574
New +$262K 0.08% 475