Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.46M Buy
33,328
+22,010
+194% +$1.62M 0.06% 508
2025
Q1
$884K Sell
11,318
-5,073
-31% -$396K 0.06% 451
2024
Q4
$1.93M Buy
+16,391
New +$1.93M 0.13% 220
2023
Q1
Sell
-4,017
Closed -$202K 1134
2022
Q4
$202K Buy
+4,017
New +$202K 0.03% 831
2021
Q2
Sell
-4,797
Closed -$226K 591
2021
Q1
$226K Buy
+4,797
New +$226K 0.06% 516