Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58M Sell
8,359
-8,495
-50% -$1.61M 0.04% 571
2025
Q1
$3.95M Buy
+16,854
New +$3.95M 0.13% 299
2024
Q2
Sell
-7,353
Closed -$2.56M 1007
2024
Q1
$2.56M Buy
+7,353
New +$2.56M 0.13% 281
2023
Q3
Sell
-4,284
Closed -$1.41M 945
2023
Q2
$1.41M Buy
+4,284
New +$1.41M 0.13% 279