Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.72M Buy
+10,074
New +$1.72M 0.19% 135
2023
Q4
Sell
-25,098
Closed -$1.81M 569
2023
Q3
$1.81M Buy
+25,098
New +$1.81M 0.16% 166
2023
Q2
Sell
-2,934
Closed -$277K 525
2023
Q1
$277K Buy
+2,934
New +$277K 0.03% 438
2021
Q4
Sell
-5,309
Closed -$458K 410
2021
Q3
$458K Buy
5,309
+5,042
+1,888% +$435K 0.12% 212
2021
Q2
$28K Sell
267
-3,559
-93% -$373K 0.01% 792
2021
Q1
$358K Buy
3,826
+22
+0.6% +$2.06K 0.12% 203
2020
Q4
$259K Buy
+3,804
New +$259K 0.04% 452