Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,194
Closed -$2.07M 289
2025
Q1
$2.07M Buy
+5,194
New +$2.07M 0.48% 78
2024
Q2
Sell
-2,828
Closed -$944K 312
2024
Q1
$944K Sell
2,828
-2,409
-46% -$804K 0.2% 193
2023
Q4
$1.52M Buy
+5,237
New +$1.52M 0.55% 53