Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.95M Buy
+11,319
New +$1.95M 0.08% 348
2024
Q3
Sell
-981
Closed -$201K 2610
2024
Q2
$201K Buy
+981
New +$201K 0.02% 1238
2023
Q2
Sell
-4,248
Closed -$602K 1844
2023
Q1
$602K Buy
4,248
+1,772
+72% +$251K 0.13% 201
2022
Q4
$338K Buy
+2,476
New +$338K 0.07% 512
2021
Q3
Sell
-2,515
Closed -$440K 1062
2021
Q2
$440K Buy
2,515
+695
+38% +$122K 0.15% 222
2021
Q1
$284K Buy
+1,820
New +$284K 0.14% 300