Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
+6,075
New +$1.35M 0.3% 119
2024
Q2
Sell
-5,364
Closed -$921K 263
2024
Q1
$921K Buy
5,364
+2,596
+94% +$446K 0.53% 63
2023
Q4
$417K Buy
+2,768
New +$417K 0.3% 119