Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$404K Buy
+2,083
New +$404K 0.1% 186
2024
Q3
Sell
-7,775
Closed -$668K 275
2024
Q2
$668K Buy
+7,775
New +$668K 0.16% 106
2021
Q1
Sell
-197,638
Closed -$3.89M 236
2020
Q4
$3.89M Sell
197,638
-229,288
-54% -$4.51M 0.59% 38
2020
Q3
$8.05M Buy
+426,926
New +$8.05M 1.24% 27