Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.04M Buy
+79,152
New +$3.04M 0.27% 105
2024
Q4
Sell
-7,240
Closed -$296K 552
2024
Q3
$296K Buy
+7,240
New +$296K 0.03% 375
2024
Q2
Sell
-116,706
Closed -$5M 555
2024
Q1
$5M Buy
116,706
+106,160
+1,007% +$4.55M 0.62% 35
2023
Q4
$391K Buy
+10,546
New +$391K 0.07% 316