Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Buy
+7,994
New +$1.29M 0.06% 281
2024
Q4
$608K Buy
4,929
+96
+2% +$11.8K 0.02% 625
2024
Q3
$683K Buy
4,833
+337
+7% +$47.6K 0.02% 622
2024
Q2
$736K Buy
+4,496
New +$736K 0.02% 651
2024
Q1
Sell
-5,158
Closed -$388K 1454
2023
Q4
$388K Buy
+5,158
New +$388K 0.01% 944