Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$741K Buy
+169,200
New +$741K 0.32% 36
2025
Q1
Sell
-41,672
Closed -$221K 37
2024
Q4
$221K Buy
41,672
+13,072
+46% +$69.4K 0.1% 38
2024
Q3
$203K Buy
+28,600
New +$203K 0.1% 51
2021
Q3
Sell
-82,924
Closed -$1.13M 310
2021
Q2
$1.13M Sell
82,924
-1,234
-1% -$16.8K 0.64% 56
2021
Q1
$1.12M Buy
+84,158
New +$1.12M 0.65% 49