Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Buy
+25,683
New +$1.07M 0.34% 113
2024
Q4
Sell
-19,044
Closed -$1.26M 322
2024
Q3
$1.26M Buy
+19,044
New +$1.26M 0.41% 102
2023
Q4
Sell
-23,828
Closed -$1.6M 347
2023
Q3
$1.6M Buy
+23,828
New +$1.6M 0.7% 37
2022
Q4
$28K Buy
228
+192
+533% +$23.6K 0.02% 291
2022
Q3
$4K Buy
+36
New +$4K 0.01% 349
2022
Q1
Sell
-237
Closed -$26K 524
2021
Q4
$26K Buy
+237
New +$26K 0.04% 346
2021
Q3
Sell
-1,957
Closed -$212K 530
2021
Q2
$212K Buy
+1,957
New +$212K 0.21% 172
2021
Q1
Sell
-1,575
Closed -$181K 521
2020
Q4
$181K Buy
+1,575
New +$181K 0.2% 173
2020
Q2
Sell
-260
Closed -$21K 505
2020
Q1
$21K Buy
+260
New +$21K 0.03% 375
2019
Q1
Sell
-8,790
Closed -$564K 319
2018
Q4
$564K Buy
+8,790
New +$564K 0.44% 90