Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.73M Buy
+161,295
New +$6.73M 0.39% 61
2023
Q3
Sell
-16,969
Closed -$1.77M 114
2023
Q2
$1.77M Sell
16,969
-19,924
-54% -$2.08M 0.2% 70
2023
Q1
$4.51M Buy
+36,893
New +$4.51M 0.34% 57
2020
Q1
Sell
-2,440
Closed -$244K 87
2019
Q4
$244K Buy
+2,440
New +$244K 0.05% 86