Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.72M Buy
+10,069
New +$1.72M 0.4% 41
2024
Q1
Sell
-2,706
Closed -$205K 672
2023
Q4
$205K Buy
+2,706
New +$205K 0.15% 311
2023
Q3
Sell
-3,944
Closed -$465K 514
2023
Q2
$465K Buy
+3,944
New +$465K 0.25% 162
2023
Q1
Sell
-4,273
Closed -$365K 534
2022
Q4
$365K Buy
+4,273
New +$365K 0.19% 228