Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$817K Buy
+7,923
New +$817K 0.26% 134
2024
Q4
Sell
-17,134
Closed -$1.68M 262
2024
Q3
$1.68M Buy
+17,134
New +$1.68M 0.54% 77
2023
Q4
$34K Sell
276
-13,192
-98% -$1.63M 0.08% 215
2023
Q3
$1.59M Buy
+13,468
New +$1.59M 0.7% 40
2022
Q1
Sell
-1,319
Closed -$153K 471
2021
Q4
$153K Buy
+1,319
New +$153K 0.22% 167
2020
Q2
Sell
-1,453
Closed -$69K 451
2020
Q1
$69K Buy
+1,453
New +$69K 0.11% 263
2019
Q1
Sell
-8,815
Closed -$491K 278
2018
Q4
$491K Buy
+8,815
New +$491K 0.39% 114