Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$675K Buy
+16,174
New +$675K 0.08% 278
2023
Q4
Sell
-56,760
Closed -$3.8M 501
2023
Q3
$3.8M Buy
56,760
+34,532
+155% +$2.31M 0.33% 87
2023
Q2
$2.32M Buy
+22,228
New +$2.32M 0.33% 90
2022
Q4
Sell
-2,392
Closed -$253K 536
2022
Q3
$253K Sell
2,392
-12,035
-83% -$1.27M 0.05% 355
2022
Q2
$1.54M Buy
+14,427
New +$1.54M 0.31% 99
2022
Q1
Sell
-4,338
Closed -$477K 547
2021
Q4
$477K Buy
+4,338
New +$477K 0.19% 158
2020
Q4
Sell
-353
Closed -$37K 992
2020
Q3
$37K Buy
+353
New +$37K 0.02% 487