Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
+3,517
New +$1.26M 0.29% 94
2025
Q1
Sell
-1,007
Closed -$334K 634
2024
Q4
$334K Sell
1,007
-3,034
-75% -$1.01M 0.07% 421
2024
Q3
$1.34M Sell
4,041
-641
-14% -$212K 0.33% 71
2024
Q2
$1.47M Buy
4,682
+790
+20% +$248K 0.41% 32
2024
Q1
$1.22M Buy
+3,892
New +$1.22M 0.31% 92