Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.51M Buy
101,975
+94,610
+1,285% +$8.83M 0.23% 75
2025
Q1
$537K Sell
7,365
-52,803
-88% -$3.85M 0.04% 671
2024
Q4
$3.63M Buy
+60,168
New +$3.63M 0.24% 93
2023
Q2
Sell
-32,271
Closed -$1.02M 1732
2023
Q1
$1.02M Buy
+32,271
New +$1.02M 0.12% 248
2022
Q4
Sell
-29,244
Closed -$775K 1356
2022
Q3
$775K Buy
+29,244
New +$775K 0.08% 374
2021
Q1
Sell
-4,451
Closed -$237K 810
2020
Q4
$237K Buy
+4,451
New +$237K 0.1% 397