Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.91M Buy
+31,217
New +$2.91M 0.83% 21
2024
Q4
Sell
-13,371
Closed -$1M 265
2024
Q3
$1M Buy
13,371
+976
+8% +$73.4K 0.29% 116
2024
Q2
$901K Buy
12,395
+1,720
+16% +$125K 0.26% 93
2024
Q1
$822K Buy
+10,675
New +$822K 0.23% 95
2023
Q3
Sell
-13,903
Closed -$600K 288
2023
Q2
$600K Buy
+13,903
New +$600K 0.19% 112