Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.45M Buy
+62,520
New +$6.45M 0.64% 50
2022
Q2
Sell
-48,561
Closed -$7.09M 232
2022
Q1
$7.09M Buy
+48,561
New +$7.09M 0.84% 35
2021
Q2
Sell
-32,667
Closed -$4.69M 332
2021
Q1
$4.69M Buy
32,667
+3,532
+12% +$507K 0.53% 58
2020
Q4
$3M Buy
+29,135
New +$3M 0.35% 94