Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$872K Buy
+8,492
New +$872K 0.2% 179
2025
Q1
Sell
-17,609
Closed -$1.77M 775
2024
Q4
$1.77M Buy
+17,609
New +$1.77M 0.4% 45
2024
Q1
Sell
-3,524
Closed -$256K 699
2023
Q4
$256K Buy
+3,524
New +$256K 0.18% 261