Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.66M Buy
+25,734
New +$4.66M 0.11% 249
2025
Q1
Sell
-15,388
Closed -$2.77M 1165
2024
Q4
$2.77M Buy
+15,388
New +$2.77M 0.19% 143
2024
Q3
Sell
-14,201
Closed -$2.37M 1272
2024
Q2
$2.37M Buy
+14,201
New +$2.37M 0.13% 207
2023
Q4
Sell
-2,214
Closed -$327K 1201
2023
Q3
$327K Buy
+2,214
New +$327K 0.03% 732
2022
Q4
Sell
-4,712
Closed -$534K 975
2022
Q3
$534K Sell
4,712
-1,515
-24% -$172K 0.05% 509
2022
Q2
$684K Buy
6,227
+4,619
+287% +$507K 0.09% 330
2022
Q1
$214K Buy
+1,608
New +$214K 0.05% 592
2021
Q3
Sell
-5,426
Closed -$724K 631
2021
Q2
$724K Buy
5,426
+2,456
+83% +$328K 0.18% 169
2021
Q1
$378K Buy
+2,970
New +$378K 0.1% 323