Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$857K Buy
+72,911
New +$857K 0.1% 243
2023
Q2
Sell
-67,659
Closed -$1.55M 626
2023
Q1
$1.55M Buy
67,659
+48,418
+252% +$1.11M 0.16% 188
2022
Q4
$531K Buy
+19,241
New +$531K 0.09% 261
2022
Q3
Sell
-13,279
Closed -$587K 586
2022
Q2
$587K Buy
+13,279
New +$587K 0.12% 224
2022
Q1
Sell
-4,576
Closed -$335K 639
2021
Q4
$335K Sell
4,576
-11,779
-72% -$862K 0.13% 209
2021
Q3
$1.1M Buy
16,355
+10,326
+171% +$692K 0.28% 108
2021
Q2
$495K Buy
+6,029
New +$495K 0.09% 263
2020
Q2
Sell
-34,743
Closed -$1.88M 1337
2020
Q1
$1.88M Buy
+34,743
New +$1.88M 0.41% 48