Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.31M Buy
+12,246
New +$2.31M 1.61% 29
2025
Q1
Sell
-5,561
Closed -$2.19M 41
2024
Q4
$2.19M Buy
+5,561
New +$2.19M 1.78% 18
2023
Q1
Sell
-6,635
Closed -$1.77M 33
2022
Q4
$1.77M Sell
6,635
-3,907
-37% -$1.04M 1.82% 9
2022
Q3
$2.59M Buy
+10,542
New +$2.59M 3.07% 8
2022
Q1
Sell
-2,639
Closed -$1.41M 34
2021
Q4
$1.41M Buy
+2,639
New +$1.41M 1.36% 19