Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$869K Buy
3,984
+2,423
+155% +$528K 0.19% 179
2025
Q1
$212K Sell
1,561
-1,496
-49% -$204K 0.11% 298
2024
Q4
$440K Buy
+3,057
New +$440K 0.33% 121
2023
Q3
Sell
-2,752
Closed -$297K 285
2023
Q2
$297K Buy
+2,752
New +$297K 0.27% 143