Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$916K Buy
36,425
+23,394
+180% +$588K 0.1% 233
2025
Q1
$345K Buy
+13,031
New +$345K 0.04% 386
2023
Q2
Sell
-11,194
Closed -$318K 432
2023
Q1
$318K Buy
+11,194
New +$318K 0.03% 423
2022
Q4
Sell
-12,613
Closed -$418K 527
2022
Q3
$418K Buy
+12,613
New +$418K 0.08% 273
2020
Q2
Sell
-6,824
Closed -$83K 1021
2020
Q1
$83K Buy
+6,824
New +$83K 0.02% 653