Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Buy
+17,695
New +$1.44M 0.32% 110
2024
Q4
Sell
-6,609
Closed -$602K 367
2024
Q3
$602K Buy
+6,609
New +$602K 0.34% 102
2024
Q2
Sell
-4,231
Closed -$339K 324
2024
Q1
$339K Buy
+4,231
New +$339K 0.19% 165
2023
Q4
Sell
-3,771
Closed -$239K 309
2023
Q3
$239K Buy
+3,771
New +$239K 0.15% 191