Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
+5,763
New +$1.04M 0.12% 215
2024
Q1
Sell
-9,500
Closed -$1.01M 469
2023
Q4
$1.01M Buy
+9,500
New +$1.01M 0.09% 243
2023
Q2
Sell
-18,041
Closed -$1.4M 454
2023
Q1
$1.4M Buy
+18,041
New +$1.4M 0.14% 202
2021
Q3
Sell
-9,130
Closed -$794K 544
2021
Q2
$794K Buy
+9,130
New +$794K 0.15% 179
2020
Q3
Sell
-1,113
Closed -$82K 766
2020
Q2
$82K Buy
+1,113
New +$82K 0.03% 545