Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.41M Buy
+152,737
New +$2.41M 0.27% 95
2021
Q2
Sell
-1,372
Closed -$87K 1034
2021
Q1
$87K Sell
1,372
-49,649
-97% -$3.15M 0.03% 437
2020
Q4
$2.51M Buy
+51,021
New +$2.51M 0.38% 52
2020
Q3
Sell
-7,659
Closed -$253K 848
2020
Q2
$253K Buy
+7,659
New +$253K 0.09% 295