Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.66M Buy
+3,376
New +$2.66M 0.58% 29
2024
Q4
Sell
-505
Closed -$314K 331
2024
Q3
$314K Sell
505
-437
-46% -$271K 0.18% 206
2024
Q2
$619K Buy
+942
New +$619K 0.46% 81
2023
Q4
Sell
-403
Closed -$206K 272
2023
Q3
$206K Sell
403
-157
-28% -$80.2K 0.13% 214
2023
Q2
$257K Buy
+560
New +$257K 0.23% 157