Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Buy
+11,452
New +$1.14M 0.37% 64
2024
Q4
Sell
-4,651
Closed -$412K 507
2024
Q3
$412K Buy
+4,651
New +$412K 0.12% 287
2024
Q2
Sell
-3,500
Closed -$231K 542
2024
Q1
$231K Buy
+3,500
New +$231K 0.06% 488
2023
Q2
Sell
-3,100
Closed -$235K 399
2023
Q1
$235K Buy
+3,100
New +$235K 0.09% 369