Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.73M Buy
21,096
+2,100
+11% +$272K 0.11% 122
2025
Q1
$2.29M Sell
18,996
-7,204
-27% -$867K 0.16% 109
2024
Q4
$3.06M Buy
+26,200
New +$3.06M 0.18% 98
2024
Q1
Sell
-4,618
Closed -$804K 334
2023
Q4
$804K Buy
+4,618
New +$804K 0.1% 123
2019
Q1
Sell
-34,000
Closed -$1.76M 21
2018
Q4
$1.76M Buy
+34,000
New +$1.76M 1.88% 17