Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.21M Buy
+65,943
New +$2.21M 0.09% 285
2023
Q3
Sell
-14,971
Closed -$88.5K 1727
2023
Q2
$88.5K Buy
+14,971
New +$88.5K 0.02% 1175
2022
Q4
Sell
-11,341
Closed -$90K 1275
2022
Q3
$90K Sell
11,341
-101
-0.9% -$802 0.02% 965
2022
Q2
$129K Buy
+11,442
New +$129K 0.05% 582
2021
Q4
Sell
-14,041
Closed -$320K 809
2021
Q3
$320K Buy
+14,041
New +$320K 0.11% 323