Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-45,966
Closed -$4.04M 641
2025
Q1
$4.04M Buy
+45,966
New +$4.04M 0.41% 74
2024
Q1
Sell
-35,759
Closed -$3.15M 527
2023
Q4
$3.15M Buy
+35,759
New +$3.15M 0.27% 108
2023
Q2
Sell
-27,827
Closed -$1.78M 536
2023
Q1
$1.78M Buy
+27,827
New +$1.78M 0.18% 167
2022
Q4
Sell
-11,523
Closed -$713K 605
2022
Q3
$713K Buy
+11,523
New +$713K 0.14% 206
2021
Q3
Sell
-15,867
Closed -$1.3M 697
2021
Q2
$1.3M Buy
+15,867
New +$1.3M 0.24% 107