Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.95M Buy
+11,322
New +$1.95M 0.04% 324
2025
Q1
Sell
-11,629
Closed -$2.14M 677
2024
Q4
$2.14M Buy
11,629
+993
+9% +$183K 0.05% 335
2024
Q3
$1.92M Sell
10,636
-332
-3% -$60K 0.04% 327
2024
Q2
$1.99M Buy
10,968
+55
+0.5% +$9.99K 0.05% 313
2024
Q1
$2.06M Buy
10,913
+539
+5% +$102K 0.05% 302
2023
Q4
$1.82M Buy
+10,374
New +$1.82M 0.05% 308