Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Buy
+1,303
New +$272K 0.09% 393
2025
Q1
Sell
-4,898
Closed -$1.01M 561
2024
Q4
$1.01M Buy
+4,898
New +$1.01M 0.45% 59
2023
Q4
Sell
-4,879
Closed -$513K 718
2023
Q3
$513K Buy
+4,879
New +$513K 0.18% 210
2023
Q2
Sell
-7,990
Closed -$806K 412
2023
Q1
$806K Buy
+7,990
New +$806K 0.32% 87