Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.35M Buy
+29,190
New +$2.35M 0.26% 97
2023
Q1
Sell
-29,459
Closed -$2.13M 629
2022
Q4
$2.13M Buy
+29,459
New +$2.13M 0.34% 80
2022
Q2
Sell
-22,740
Closed -$1.63M 586
2022
Q1
$1.63M Buy
+22,740
New +$1.63M 0.29% 101
2021
Q4
Sell
-12,465
Closed -$769K 398
2021
Q3
$769K Buy
+12,465
New +$769K 0.19% 144
2020
Q3
Sell
-6,303
Closed -$230K 857
2020
Q2
$230K Buy
+6,303
New +$230K 0.08% 309