Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$657K Sell
3,810
-2,625
-41% -$453K 0.21% 149
2025
Q1
$1.42M Buy
+6,435
New +$1.42M 0.57% 25
2024
Q3
Sell
-4,603
Closed -$686K 485
2024
Q2
$686K Buy
+4,603
New +$686K 0.16% 233
2023
Q4
Sell
-6,400
Closed -$723K 700
2023
Q3
$723K Buy
+6,400
New +$723K 0.25% 153