Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.62M Buy
+50,954
New +$3.62M 0.09% 344
2024
Q2
Sell
-26,274
Closed -$2.47M 1742
2024
Q1
$2.47M Buy
26,274
+3,470
+15% +$326K 0.19% 126
2023
Q4
$2.48M Sell
22,804
-13,467
-37% -$1.46M 0.23% 100
2023
Q3
$3.47M Buy
+36,271
New +$3.47M 0.34% 45
2023
Q2
Sell
-29,282
Closed -$3.59M 1570
2023
Q1
$3.59M Buy
+29,282
New +$3.59M 0.42% 21
2022
Q4
Sell
-34,846
Closed -$2.9M 1235
2022
Q3
$2.9M Sell
34,846
-22,800
-40% -$1.9M 0.29% 73
2022
Q2
$5.89M Buy
+57,646
New +$5.89M 0.77% 8
2021
Q4
Sell
-32,025
Closed -$4.65M 783
2021
Q3
$4.65M Buy
+32,025
New +$4.65M 0.85% 7