Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.02M Buy
+80,144
New +$4.02M 0.45% 56
2023
Q1
Sell
-20,379
Closed -$2.44M 571
2022
Q4
$2.44M Buy
+20,379
New +$2.44M 0.39% 67
2022
Q3
Sell
-3,182
Closed -$233K 454
2022
Q2
$233K Sell
3,182
-688
-18% -$50.4K 0.05% 373
2022
Q1
$521K Buy
+3,870
New +$521K 0.09% 277
2020
Q4
Sell
-11,931
Closed -$1.45M 980
2020
Q3
$1.45M Buy
+11,931
New +$1.45M 0.95% 17