Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$954K Buy
+13,900
New +$954K 0.03% 245
2024
Q2
Sell
-9,800
Closed -$1.38M 317
2024
Q1
$1.38M Sell
9,800
-1,600
-14% -$225K 0.08% 124
2023
Q4
$1.39M Buy
+11,400
New +$1.39M 0.07% 119