Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.03M Buy
+8,433
New +$2.03M 0.44% 59
2024
Q2
Sell
-3,225
Closed -$725K 354
2024
Q1
$725K Buy
3,225
+510
+19% +$115K 0.42% 88
2023
Q4
$597K Buy
2,715
+341
+14% +$75K 0.43% 91
2023
Q3
$521K Buy
+2,374
New +$521K 0.33% 106