Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Buy
+56,376
New +$1.42M 0.06% 480
2023
Q2
Sell
-8,223
Closed -$234K 1516
2023
Q1
$234K Buy
+8,223
New +$234K 0.05% 840
2022
Q4
Sell
-33,087
Closed -$1.1M 1232
2022
Q3
$1.1M Buy
+33,087
New +$1.1M 0.27% 36
2022
Q1
Sell
-12,108
Closed -$319K 744
2021
Q4
$319K Buy
+12,108
New +$319K 0.18% 179