Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
4,298
+1,188
+38% +$377K 0.34% 20
2025
Q1
$806K Sell
3,110
-713
-19% -$185K 0.23% 21
2024
Q4
$1.54M Buy
3,823
+1,859
+95% +$751K 0.31% 22
2024
Q3
$514K Buy
+1,964
New +$514K 0.11% 30
2021
Q4
Sell
-534
Closed -$138K 487
2021
Q3
$138K Buy
534
+183
+52% +$47.3K 0.02% 74
2021
Q2
$80K Sell
351
-225
-39% -$51.3K 0.01% 59
2021
Q1
$78K Buy
576
+519
+911% +$70.3K 0.01% 65
2020
Q4
$13K Buy
+57
New +$13K 0.01% 53