Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
+19,484
New +$1.03M 0.11% 218
2024
Q1
Sell
-11,915
Closed -$744K 496
2023
Q4
$744K Sell
11,915
-29,383
-71% -$1.84M 0.06% 284
2023
Q3
$1.91M Buy
+41,298
New +$1.91M 0.17% 161
2023
Q2
Sell
-7,818
Closed -$314K 488
2023
Q1
$314K Buy
+7,818
New +$314K 0.03% 426
2022
Q1
Sell
-8,274
Closed -$370K 571
2021
Q4
$370K Buy
+8,274
New +$370K 0.14% 191
2020
Q1
Sell
-5,908
Closed -$202K 1183
2019
Q4
$202K Buy
+5,908
New +$202K 0.02% 617