Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,036
Closed -$1.81M 563
2025
Q1
$1.81M Buy
+15,036
New +$1.81M 0.36% 79
2024
Q4
Sell
-7,163
Closed -$1.08M 509
2024
Q3
$1.08M Buy
+7,163
New +$1.08M 0.35% 92
2024
Q1
Sell
-3,651
Closed -$635K 451
2023
Q4
$635K Sell
3,651
-3,911
-52% -$681K 0.18% 230
2023
Q3
$1.18M Buy
+7,562
New +$1.18M 0.35% 88
2023
Q2
Sell
-4,554
Closed -$703K 490
2023
Q1
$703K Buy
+4,554
New +$703K 0.42% 60
2022
Q2
Sell
-1,724
Closed -$257K 337
2022
Q1
$257K Buy
+1,724
New +$257K 0.14% 298