Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.43M Buy
+48,776
New +$3.43M 0.3% 88
2024
Q2
Sell
-9,435
Closed -$633K 653
2024
Q1
$633K Buy
9,435
+6,220
+193% +$417K 0.08% 285
2023
Q4
$212K Sell
3,215
-4,278
-57% -$281K 0.04% 400
2023
Q3
$482K Buy
+7,493
New +$482K 0.11% 234