Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
+5,971
New +$1.03M ﹤0.01% 1055
2025
Q1
Sell
-3,231
Closed -$628K 3132
2024
Q4
$628K Buy
+3,231
New +$628K ﹤0.01% 1162
2024
Q2
Sell
-5,085
Closed -$1.28M 2923
2024
Q1
$1.28M Buy
+5,085
New +$1.28M 0.01% 737
2023
Q4
Sell
-3,671
Closed -$659K 2848
2023
Q3
$659K Sell
3,671
-1,540
-30% -$276K 0.01% 1117
2023
Q2
$837K Buy
+5,211
New +$837K 0.01% 970
2021
Q1
Sell
-2,083
Closed -$321K 2924
2020
Q4
$321K Buy
+2,083
New +$321K 0.01% 1187