Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Buy
9,570
+6,335
+196% +$914K 0.32% 80
2025
Q1
$275K Sell
3,235
-10,365
-76% -$881K 0.08% 398
2024
Q4
$1.17M Buy
+13,600
New +$1.17M 0.26% 128
2024
Q2
Sell
-3,079
Closed -$287K 838
2024
Q1
$287K Sell
3,079
-5,316
-63% -$495K 0.07% 430
2023
Q4
$717K Sell
8,395
-112
-1% -$9.56K 0.51% 32
2023
Q3
$561K Buy
+8,507
New +$561K 0.32% 123