Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Buy
+30,440
New +$1.49M 0.31% 123
2023
Q2
Sell
-2,608
Closed -$98.1K 316
2023
Q1
$98.1K Buy
+2,608
New +$98.1K 0.09% 270
2022
Q4
Sell
-10,008
Closed -$266K 160
2022
Q3
$266K Sell
10,008
-7,500
-43% -$199K 0.56% 88
2022
Q2
$476K Buy
17,508
+8,296
+90% +$226K 1.07% 24
2022
Q1
$289K Buy
9,212
+3,244
+54% +$102K 0.63% 72
2021
Q4
$226K Sell
5,968
-2,832
-32% -$107K 0.55% 106
2021
Q3
$305K Sell
8,800
-2,736
-24% -$94.8K 0.66% 71
2021
Q2
$380K Buy
+11,536
New +$380K 0.64% 63
2019
Q2
Sell
-11,868
Closed -$180K 515
2019
Q1
$180K Buy
+11,868
New +$180K 0.07% 242