Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$795K Buy
6,147
+1,442
+31% +$187K 0.07% 282
2025
Q1
$562K Sell
4,705
-28,973
-86% -$3.46M 0.07% 283
2024
Q4
$3.91M Buy
+33,678
New +$3.91M 0.49% 51
2022
Q4
Sell
-12,856
Closed -$1.12M 333
2022
Q3
$1.12M Buy
+12,856
New +$1.12M 0.4% 73