Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$830K Buy
+5,650
New +$830K 0.09% 62
2024
Q4
Hold
0
212
2024
Q3
Hold
0
187
2024
Q2
Hold
0
203
2024
Q1
Sell
-1,196
Closed -$109K 261
2023
Q4
$109K Sell
1,196
-8,492
-88% -$776K 0.01% 91
2023
Q3
$758K Buy
+9,688
New +$758K 0.05% 83
2023
Q2
Sell
-6,458
Closed -$568K 381
2023
Q1
$568K Sell
6,458
-4,133
-39% -$363K 0.03% 86
2022
Q4
$1.06M Buy
+10,591
New +$1.06M 0.06% 70
2022
Q3
Sell
-9,090
Closed -$984K 578
2022
Q2
$984K Buy
+9,090
New +$984K 0.05% 131
2021
Q1
Sell
-5,741
Closed -$839K 905
2020
Q4
$839K Buy
+5,741
New +$839K 0.01% 311
2020
Q3
Hold
0
366
2020
Q2
Hold
0
247
2020
Q1
Hold
0
96