Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.94M Buy
+53,925
New +$1.94M 0.1% 257
2024
Q1
Sell
-5,846
Closed -$315K 899
2023
Q4
$315K Buy
5,846
+2,966
+103% +$160K 0.02% 527
2023
Q3
$222K Buy
+2,880
New +$222K 0.02% 631
2021
Q4
Sell
-3,444
Closed -$261K 1445
2021
Q3
$261K Sell
3,444
-2,600
-43% -$197K 0.01% 1149
2021
Q2
$507K Sell
6,044
-446
-7% -$37.4K 0.03% 914
2021
Q1
$337K Sell
6,490
-277
-4% -$14.4K 0.02% 1093
2020
Q4
$349K Sell
6,767
-5,582
-45% -$288K 0.03% 968
2020
Q3
$322K Buy
+12,349
New +$322K 0.01% 1224