Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,658
Closed -$1.76M 2921
2025
Q1
$1.76M Buy
+14,658
New +$1.76M 0.09% 303
2024
Q3
Sell
-17,206
Closed -$2.72M 2435
2024
Q2
$2.72M Buy
17,206
+13,234
+333% +$2.09M 0.23% 62
2024
Q1
$786K Buy
+3,972
New +$786K 0.11% 244
2022
Q2
Sell
-2,937
Closed -$437K 1024
2022
Q1
$437K Sell
2,937
-1,207
-29% -$180K 0.19% 170
2021
Q4
$473K Buy
+4,144
New +$473K 0.27% 81