Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.14M Sell
6,700
-226
-3% -$106K 0.16% 119
2025
Q1
$3.23M Buy
6,926
+6
+0.1% +$2.79K 0.18% 108
2024
Q4
$2.9M Buy
+6,920
New +$2.9M 0.16% 119
2021
Q3
Sell
-736
Closed -$213K 371
2021
Q2
$213K Buy
+736
New +$213K 0.01% 354
2021
Q1
Sell
-774
Closed -$204K 365
2020
Q4
$204K Buy
+774
New +$204K 0.02% 348