Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.29M Buy
+23,092
New +$2.29M 0.01% 710
2024
Q1
Sell
-48,132
Closed -$3.58M 2419
2023
Q4
$3.58M Buy
+48,132
New +$3.58M 0.03% 397
2023
Q1
Sell
-44,607
Closed -$2.49M 2512
2022
Q4
$2.49M Sell
44,607
-26,586
-37% -$1.49M 0.04% 466
2022
Q3
$3.18M Buy
+71,193
New +$3.18M 0.03% 425
2022
Q1
Sell
-17,659
Closed -$1.02M 3045
2021
Q4
$1.02M Buy
+17,659
New +$1.02M 0.01% 957
2021
Q2
Sell
-30,174
Closed -$2.47M 2942
2021
Q1
$2.47M Buy
30,174
+17,176
+132% +$1.41M 0.03% 435
2020
Q4
$980K Buy
+12,998
New +$980K 0.02% 648