Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$764K Buy
+3,372
New +$764K 0.08% 261
2023
Q1
Sell
-26,340
Closed -$1.96M 702
2022
Q4
$1.96M Buy
+26,340
New +$1.96M 0.32% 87
2021
Q1
Sell
-16,769
Closed -$1.83M 1105
2020
Q4
$1.83M Buy
16,769
+10,820
+182% +$1.18M 0.28% 82
2020
Q3
$482K Sell
5,949
-4,759
-44% -$386K 0.32% 67
2020
Q2
$608K Buy
+10,708
New +$608K 0.21% 128