Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.95M Buy
+26,154
New +$1.95M 0.22% 123
2023
Q2
Sell
-58,860
Closed -$2.61M 421
2023
Q1
$2.61M Buy
+58,860
New +$2.61M 0.26% 116
2022
Q4
Sell
-33,182
Closed -$1.22M 516
2022
Q3
$1.22M Buy
+33,182
New +$1.22M 0.23% 132
2021
Q2
Sell
-4,680
Closed -$287K 939
2021
Q1
$287K Buy
+4,680
New +$287K 0.09% 239
2020
Q4
Sell
-1,568
Closed -$82K 967
2020
Q3
$82K Buy
+1,568
New +$82K 0.05% 345
2020
Q1
Sell
-7,635
Closed -$276K 1104
2019
Q4
$276K Buy
+7,635
New +$276K 0.03% 542