Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.33M Buy
23,473
+13,394
+133% +$1.33M 0.14% 106
2024
Q4
$1.01M Buy
+10,079
New +$1.01M 0.06% 109
2023
Q2
Sell
-5,943
Closed -$372K 225
2023
Q1
$372K Sell
5,943
-5,639
-49% -$353K 0.02% 222
2022
Q4
$764K Buy
+11,582
New +$764K 0.04% 169
2020
Q3
Sell
-9,406
Closed -$312K 216
2020
Q2
$312K Buy
+9,406
New +$312K 0.01% 192