Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.53M Buy
+5,905
New +$4.53M 0.23% 111
2023
Q2
Sell
-3,569
Closed -$477K 1091
2023
Q1
$477K Buy
+3,569
New +$477K 0.03% 698
2021
Q4
Sell
-2,014
Closed -$454K 1368
2021
Q3
$454K Buy
+2,014
New +$454K 0.03% 910
2021
Q1
Sell
-780
Closed -$245K 1444
2020
Q4
$245K Sell
780
-1,453
-65% -$456K 0.02% 1119
2020
Q3
$542K Buy
+2,233
New +$542K 0.02% 1080