Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Hold
29,989
0.08% 93
2025
Q1
$995K Sell
29,989
-2,692
-8% -$89.3K 0.07% 97
2024
Q4
$1.19M Buy
+32,681
New +$1.19M 0.08% 87
2024
Q2
Sell
-9,054
Closed -$226K 262
2024
Q1
$226K Buy
+9,054
New +$226K 0.02% 226
2023
Q3
Sell
-12,054
Closed -$272K 205
2023
Q2
$272K Sell
12,054
-2,500
-17% -$56.4K 0.03% 131
2023
Q1
$258K Hold
14,554
0.03% 137
2022
Q4
$262K Buy
+14,554
New +$262K 0.03% 147