Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,557
Closed -$2.17M 594
2025
Q1
$2.17M Buy
6,557
+3,858
+143% +$1.28M 0.22% 146
2024
Q4
$1.13M Buy
+2,699
New +$1.13M 0.13% 186
2024
Q3
Sell
-3,100
Closed -$1.13M 501
2024
Q2
$1.13M Buy
+3,100
New +$1.13M 0.14% 198
2022
Q3
Sell
-1,472
Closed -$263K 479
2022
Q2
$263K Buy
+1,472
New +$263K 0.05% 355
2020
Q4
Sell
-1,194
Closed -$163K 1014
2020
Q3
$163K Buy
+1,194
New +$163K 0.11% 211