Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$568K Buy
+4,525
New +$568K 0.12% 243
2024
Q4
Sell
-5,756
Closed -$1.12M 260
2024
Q3
$1.12M Buy
+5,756
New +$1.12M 0.63% 42
2024
Q2
Sell
-1,389
Closed -$300K 239
2024
Q1
$300K Buy
+1,389
New +$300K 0.17% 176
2023
Q3
Sell
-3,402
Closed -$969K 233
2023
Q2
$969K Buy
+3,402
New +$969K 0.87% 28