Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Buy
12,086
+7,032
+139% +$680K 0.26% 134
2025
Q1
$535K Sell
5,054
-384
-7% -$40.6K 0.26% 122
2024
Q4
$607K Buy
+5,438
New +$607K 0.45% 74
2024
Q2
Sell
-5,052
Closed -$530K 345
2024
Q1
$530K Buy
+5,052
New +$530K 0.3% 118