Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
+4,824
New +$1.16M 0.27% 117
2025
Q1
Sell
-6,523
Closed -$1.68M 865
2024
Q4
$1.68M Buy
6,523
+2,775
+74% +$716K 0.38% 58
2024
Q3
$916K Buy
+3,748
New +$916K 0.22% 151