Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Buy
+22,269
New +$1.66M 0.38% 46
2024
Q4
Sell
-16,235
Closed -$954K 666
2024
Q3
$954K Buy
+16,235
New +$954K 0.23% 137
2023
Q4
Sell
-6,070
Closed -$311K 388
2023
Q3
$311K Sell
6,070
-7,096
-54% -$363K 0.18% 249
2023
Q2
$754K Buy
13,166
+6,299
+92% +$361K 0.4% 64
2023
Q1
$414K Buy
+6,867
New +$414K 0.13% 292