Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$636K Buy
+2,899
New +$636K 0.48% 55
2025
Q1
Sell
-12,838
Closed -$2.82M 57
2024
Q4
$2.82M Buy
12,838
+14
+0.1% +$3.07K 2.19% 5
2024
Q3
$2.39M Sell
12,824
-759
-6% -$141K 2.07% 9
2024
Q2
$2.62M Sell
13,583
-315
-2% -$60.9K 2.65% 5
2024
Q1
$2.51M Buy
13,898
+77
+0.6% +$13.9K 2.72% 7
2023
Q4
$2.1M Buy
+13,821
New +$2.1M 2.61% 7