Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.67M Buy
9,785
+5,642
+136% +$962K 0.03% 221
2025
Q1
$484K Buy
+4,143
New +$484K 0.01% 673
2024
Q2
Sell
-7,335
Closed -$684K 1816
2024
Q1
$684K Buy
+7,335
New +$684K 0.02% 581
2023
Q3
Sell
-4,632
Closed -$546K 1451
2023
Q2
$546K Buy
4,632
+2,271
+96% +$268K 0.01% 487
2023
Q1
$223K Buy
+2,361
New +$223K 0.01% 811
2021
Q3
Sell
-4,936
Closed -$524K 1139
2021
Q2
$524K Buy
4,936
+2,658
+117% +$282K 0.01% 519
2021
Q1
$213K Buy
+2,278
New +$213K 0.01% 736
2020
Q1
Hold
0
505
2019
Q4
Hold
0
554
2019
Q3
Hold
0
377