Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Buy
+35,535
New +$1.15M 0.03% 871
2024
Q2
Sell
-6,866
Closed -$298K 1384
2024
Q1
$298K Buy
+6,866
New +$298K 0.02% 954
2023
Q3
Sell
-5,653
Closed -$231K 1060
2023
Q2
$231K Buy
+5,653
New +$231K 0.02% 871
2022
Q4
Sell
-59,415
Closed -$1.8M 994
2022
Q3
$1.8M Buy
59,415
+35,090
+144% +$1.06M 0.18% 164
2022
Q2
$975K Buy
+24,325
New +$975K 0.13% 235