Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.63M Buy
+24,267
New +$1.63M 0.38% 49
2025
Q1
Sell
-5,595
Closed -$457K 704
2024
Q4
$457K Buy
5,595
+949
+20% +$77.6K 0.1% 354
2024
Q3
$360K Buy
+4,646
New +$360K 0.09% 411
2024
Q1
Sell
-3,479
Closed -$267K 652
2023
Q4
$267K Buy
+3,479
New +$267K 0.19% 248
2023
Q3
Sell
-6,345
Closed -$531K 493
2023
Q2
$531K Buy
+6,345
New +$531K 0.28% 129
2023
Q1
Sell
-4,237
Closed -$258K 516
2022
Q4
$258K Buy
+4,237
New +$258K 0.14% 305