Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.08M Buy
+3,613
New +$2.08M 0.23% 113
2024
Q1
Sell
-3,587
Closed -$2.03M 515
2023
Q4
$2.03M Sell
3,587
-2,861
-44% -$1.62M 0.17% 159
2023
Q3
$3.31M Buy
6,448
+1,003
+18% +$515K 0.29% 104
2023
Q2
$2.56M Sell
5,445
-1,044
-16% -$490K 0.36% 83
2023
Q1
$3.63M Buy
6,489
+1,020
+19% +$571K 0.36% 79
2022
Q4
$2.54M Buy
+5,469
New +$2.54M 0.41% 63
2022
Q2
Sell
-6,065
Closed -$3.1M 592
2022
Q1
$3.1M Buy
+6,065
New +$3.1M 0.56% 44
2021
Q2
Sell
-177
Closed -$74K 1050
2021
Q1
$74K Buy
+177
New +$74K 0.02% 472
2020
Q4
Sell
-505
Closed -$180K 1057
2020
Q3
$180K Buy
+505
New +$180K 0.12% 189
2020
Q2
Sell
-5,580
Closed -$1.61M 1154
2020
Q1
$1.61M Buy
+5,580
New +$1.61M 0.35% 62