Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.82M Buy
6,769
+392
+6% +$106K 0.28% 57
2025
Q1
$1.62M Buy
6,377
+59
+0.9% +$15K 0.28% 61
2024
Q4
$1.48M Buy
+6,318
New +$1.48M 0.25% 62
2022
Q2
Sell
-2,943
Closed -$520K 249
2022
Q1
$520K Sell
2,943
-48
-2% -$8.48K 0.31% 72
2021
Q4
$702K Buy
+2,991
New +$702K 0.39% 51