Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.76M Buy
+12,536
New +$2.76M 0.03% 606
2024
Q4
Sell
-22,294
Closed -$2.26M 1599
2024
Q3
$2.26M Buy
+22,294
New +$2.26M 0.05% 471
2023
Q4
Sell
-10,827
Closed -$493K 1738
2023
Q3
$493K Buy
+10,827
New +$493K 0.02% 1024
2022
Q2
Sell
-8,700
Closed -$353K 1572
2022
Q1
$353K Buy
+8,700
New +$353K 0.02% 981
2021
Q3
Sell
-10,100
Closed -$483K 1068
2021
Q2
$483K Buy
+10,100
New +$483K 0.05% 488