Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,091
Closed -$1.01M 2638
2025
Q1
$1.01M Buy
20,091
+9,518
+90% +$480K 0.05% 559
2024
Q4
$454K Buy
+10,573
New +$454K 0.04% 842
2023
Q2
Sell
-6,657
Closed -$308K 1544
2023
Q1
$308K Buy
+6,657
New +$308K 0.06% 626
2022
Q2
Sell
-4,940
Closed -$215K 939
2022
Q1
$215K Buy
+4,940
New +$215K 0.09% 390
2021
Q2
Sell
-7,556
Closed -$324K 902
2021
Q1
$324K Buy
+7,556
New +$324K 0.16% 241