Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.63M Buy
+21,834
New +$1.63M 0.34% 110
2023
Q4
Sell
-8,979
Closed -$396K 276
2023
Q3
$396K Sell
8,979
-4,281
-32% -$189K 0.22% 170
2023
Q2
$593K Buy
+13,260
New +$593K 0.34% 120
2022
Q4
Sell
-18,907
Closed -$696K 164
2022
Q3
$696K Buy
+18,907
New +$696K 1.47% 6
2020
Q1
Sell
-31,723
Closed -$1.15M 85
2019
Q4
$1.15M Buy
+31,723
New +$1.15M 0.46% 63
2019
Q3
Sell
-8,427
Closed -$333K 364
2019
Q2
$333K Buy
+8,427
New +$333K 0.12% 204