Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.14M Buy
+12,526
New +$4.14M 0.09% 228
2025
Q1
Sell
-56,385
Closed -$15.6M 742
2024
Q4
$15.6M Buy
56,385
+55,344
+5,316% +$15.3M 0.27% 120
2024
Q3
$361K Buy
+1,041
New +$361K 0.01% 607
2023
Q2
Sell
-246,216
Closed -$62.9M 629
2023
Q1
$62.9M Buy
+246,216
New +$62.9M 1.27% 4
2021
Q4
Sell
-1,362
Closed -$273K 598
2021
Q3
$273K Buy
+1,362
New +$273K 0.02% 510
2021
Q1
Sell
-32,087
Closed -$6.68M 477
2020
Q4
$6.68M Buy
+32,087
New +$6.68M 1.08% 10