Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
+10,815
New +$1.47M 1.34% 21
2025
Q1
Sell
-342
Closed -$38.7K 132
2024
Q4
$38.7K Sell
342
-61
-15% -$6.91K 0.03% 252
2024
Q3
$46.7K Sell
403
-15,188
-97% -$1.76M 0.03% 244
2024
Q2
$1.62M Buy
15,591
+2,097
+16% +$218K 1.17% 16
2024
Q1
$1.53M Buy
13,494
+1,336
+11% +$152K 1.15% 19
2023
Q4
$1.34M Buy
+12,158
New +$1.34M 1.09% 20