Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
+26,436
New +$1.02M 0.11% 166
2020
Q4
Sell
-11,541
Closed -$543K 380
2020
Q3
$543K Sell
11,541
-1,121
-9% -$52.7K 0.2% 135
2020
Q2
$646K Buy
12,662
+1,468
+13% +$74.9K 0.26% 98
2020
Q1
$530K Sell
11,194
-3,931
-26% -$186K 0.29% 101
2019
Q4
$888K Buy
+15,125
New +$888K 0.63% 43