Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
+41,897
New +$1.02M 0.68% 45
2023
Q3
Sell
-5,817
Closed -$213K 194
2023
Q2
$213K Sell
5,817
-938
-14% -$34.4K 0.17% 172
2023
Q1
$276K Buy
6,755
+616
+10% +$25.1K 0.21% 150
2022
Q4
$315K Buy
6,139
+418
+7% +$21.4K 0.24% 136
2022
Q3
$250K Sell
5,721
-1,157
-17% -$50.6K 0.22% 145
2022
Q2
$361K Sell
6,878
-1,137
-14% -$59.7K 0.29% 118
2022
Q1
$415K Buy
8,015
+1,671
+26% +$86.5K 0.28% 113
2021
Q4
$375K Sell
6,344
-123
-2% -$7.27K 0.26% 129
2021
Q3
$278K Sell
6,467
-4,959
-43% -$213K 0.22% 139
2021
Q2
$447K Buy
11,426
+1,326
+13% +$51.9K 0.34% 96
2021
Q1
$366K Sell
10,100
-1,394
-12% -$50.5K 0.29% 108
2020
Q4
$423K Buy
+11,494
New +$423K 0.35% 90