Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-29,064
Closed -$1.69M 477
2025
Q1
$1.69M Buy
+29,064
New +$1.69M 0.54% 81
2023
Q4
Sell
-1,072
Closed -$66K 450
2023
Q3
$66K Buy
+1,072
New +$66K 0.03% 271
2022
Q2
Sell
-3,226
Closed -$210K 612
2022
Q1
$210K Buy
+3,226
New +$210K 0.19% 189
2021
Q1
Sell
-282
Closed -$24K 621
2020
Q4
$24K Buy
+282
New +$24K 0.03% 358
2019
Q2
Sell
-45,506
Closed -$1.4M 405
2019
Q1
$1.4M Buy
+45,506
New +$1.4M 0.8% 39