Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.79M Buy
+13,036
New +$2.79M 0.61% 24
2025
Q1
Sell
-1,503
Closed -$314K 392
2024
Q4
$314K Buy
+1,503
New +$314K 0.23% 173
2024
Q2
Sell
-3,703
Closed -$1.02M 317
2024
Q1
$1.02M Buy
+3,703
New +$1.02M 0.58% 58