Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$614K Buy
+45,630
New +$614K 0.03% 545
2024
Q3
Sell
-44,915
Closed -$952K 622
2024
Q2
$952K Buy
+44,915
New +$952K 0.06% 269
2021
Q3
Sell
-7,810
Closed -$277K 1330
2021
Q2
$277K Sell
7,810
-54,447
-87% -$1.93M 0.01% 1218
2021
Q1
$1.8M Buy
62,257
+962
+2% +$27.8K 0.1% 183
2020
Q4
$1.73M Sell
61,295
-75,780
-55% -$2.13M 0.12% 161
2020
Q3
$3.08M Buy
+137,075
New +$3.08M 0.1% 317