Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.57M Buy
+56,891
New +$3.57M 0.05% 237
2024
Q4
Sell
-4,940
Closed -$468K 365
2024
Q3
$468K Buy
+4,940
New +$468K 0.01% 335
2023
Q4
Sell
-4,951
Closed -$842K 424
2023
Q3
$842K Buy
4,951
+783
+19% +$133K 0.02% 378
2023
Q2
$930K Sell
4,168
-7,587
-65% -$1.69M 0.02% 342
2023
Q1
$2.6M Sell
11,755
-533
-4% -$118K 0.07% 248
2022
Q4
$2.66M Buy
+12,288
New +$2.66M 0.08% 237