Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Buy
4,210
+212
+5% +$59.2K 0.27% 111
2025
Q1
$1.25M Buy
+3,998
New +$1.25M 0.37% 64
2024
Q1
Sell
-864
Closed -$249K 579
2023
Q4
$249K Sell
864
-221
-20% -$63.7K 0.18% 264
2023
Q3
$292K Sell
1,085
-3,964
-79% -$1.07M 0.17% 262
2023
Q2
$1.12M Buy
+5,049
New +$1.12M 0.6% 4