Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.82M Buy
+10,837
New +$1.82M 0.08% 371
2024
Q4
Sell
-17,157
Closed -$2.29M 2666
2024
Q3
$2.29M Buy
+17,157
New +$2.29M 0.17% 116
2023
Q4
Sell
-3,500
Closed -$307K 1887
2023
Q3
$307K Buy
3,500
+2,128
+155% +$187K 0.05% 714
2023
Q2
$226K Buy
+1,372
New +$226K 0.04% 935
2022
Q1
Sell
-2,409
Closed -$705K 841
2021
Q4
$705K Buy
+2,409
New +$705K 0.4% 39
2021
Q3
Sell
-4,405
Closed -$1.07M 899
2021
Q2
$1.07M Buy
4,405
+3,246
+280% +$787K 0.36% 32
2021
Q1
$266K Buy
+1,159
New +$266K 0.13% 339