Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,482
Closed -$1.52M 453
2025
Q1
$1.52M Buy
+6,482
New +$1.52M 0.48% 94
2024
Q3
Sell
-7,516
Closed -$1.84M 377
2024
Q2
$1.84M Buy
+7,516
New +$1.84M 0.36% 124
2023
Q4
Sell
-1,816
Closed -$480K 431
2023
Q3
$480K Buy
+1,816
New +$480K 0.21% 161
2022
Q4
$282K Buy
+1,056
New +$282K 0.19% 199
2022
Q3
Sell
-322
Closed -$68K 518
2022
Q2
$68K Buy
+322
New +$68K 0.18% 196
2021
Q1
Sell
-276
Closed -$124K 601
2020
Q4
$124K Buy
+276
New +$124K 0.14% 226
2020
Q1
Sell
-3,253
Closed -$695K 531
2019
Q4
$695K Buy
+3,253
New +$695K 0.8% 47
2019
Q2
Sell
-7,826
Closed -$805K 386
2019
Q1
$805K Buy
+7,826
New +$805K 0.46% 97