Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Buy
+33,214
New +$1.55M 0.06% 438
2024
Q2
Sell
-6,283
Closed -$405K 2456
2024
Q1
$405K Buy
6,283
+743
+13% +$47.8K 0.05% 615
2023
Q4
$318K Buy
5,540
+667
+14% +$38.3K 0.07% 571
2023
Q3
$281K Buy
+4,873
New +$281K 0.05% 777
2023
Q2
Sell
-4,895
Closed -$237K 1836
2023
Q1
$237K Buy
+4,895
New +$237K 0.05% 828
2021
Q3
Sell
-7,367
Closed -$351K 1055
2021
Q2
$351K Buy
+7,367
New +$351K 0.12% 299