Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.19M Buy
16,536
+132
+0.8% +$17.5K 0.02% 251
2025
Q1
$1.96M Buy
16,404
+2,581
+19% +$308K 0.02% 254
2024
Q4
$1.82M Buy
+13,823
New +$1.82M 0.02% 263
2022
Q2
Sell
-13,149
Closed -$2.26M 303
2022
Q1
$2.26M Sell
13,149
-5,659
-30% -$972K 0.02% 226
2021
Q4
$3.13M Hold
18,808
0.03% 225
2021
Q3
$3.16K Buy
18,808
+6,904
+58% +$1.16K 0.01% 232
2021
Q2
$1.82M Sell
11,904
-46,778
-80% -$7.16M 0.02% 271
2021
Q1
$11M Buy
+58,682
New +$11M 0.11% 136