Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.91M Buy
19,515
+7,629
+64% +$746K 0.08% 357
2025
Q1
$905K Buy
11,886
+140
+1% +$10.7K 0.05% 624
2024
Q4
$889K Buy
+11,746
New +$889K 0.07% 360
2023
Q4
Sell
-5,046
Closed -$274K 2061
2023
Q3
$274K Buy
5,046
+59
+1% +$3.2K 0.05% 788
2023
Q2
$301K Buy
4,987
+1,477
+42% +$89K 0.05% 721
2023
Q1
$214K Sell
3,510
-2,645
-43% -$161K 0.04% 914
2022
Q4
$353K Buy
+6,155
New +$353K 0.07% 484
2021
Q2
Sell
-5,938
Closed -$246K 1056
2021
Q1
$246K Buy
+5,938
New +$246K 0.12% 385