Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
+4,252
New +$1.41M 0.31% 115
2024
Q4
Sell
-5,106
Closed -$1.77M 277
2024
Q3
$1.77M Buy
5,106
+1,496
+41% +$518K 1% 12
2024
Q2
$1.19M Buy
+3,610
New +$1.19M 0.89% 23
2024
Q1
Sell
-1,814
Closed -$543K 257
2023
Q4
$543K Sell
1,814
-84
-4% -$25.2K 0.39% 100
2023
Q3
$543K Buy
+1,898
New +$543K 0.34% 100
2023
Q2
Sell
-3,457
Closed -$883K 204
2023
Q1
$883K Buy
+3,457
New +$883K 1.13% 21