Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$582K Sell
4,748
-3,304
-41% -$405K 0.15% 243
2025
Q1
$734K Buy
8,052
+3,426
+74% +$312K 0.21% 152
2024
Q4
$533K Buy
+4,626
New +$533K 0.18% 186
2024
Q1
Sell
-9,699
Closed -$742K 415
2023
Q4
$742K Buy
9,699
+4,228
+77% +$323K 0.56% 25
2023
Q3
$377K Buy
+5,471
New +$377K 0.26% 135
2023
Q2
Sell
-16,831
Closed -$677K 505
2023
Q1
$677K Buy
+16,831
New +$677K 0.41% 48
2021
Q3
Sell
-8,709
Closed -$440K 424
2021
Q2
$440K Buy
+8,709
New +$440K 0.17% 215
2021
Q1
Sell
-41,936
Closed -$1.56M 729
2020
Q4
$1.56M Buy
+41,936
New +$1.56M 0.53% 17