Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
21,380
-17,790
-45% -$853K 0.36% 107
2025
Q1
$1.95M Buy
39,170
+8,724
+29% +$435K 0.46% 88
2024
Q4
$1.76M Buy
+30,446
New +$1.76M 0.48% 83
2024
Q2
Sell
-37,562
Closed -$2.39M 365
2024
Q1
$2.39M Buy
37,562
+24,398
+185% +$1.55M 0.5% 66
2023
Q4
$729K Buy
+13,164
New +$729K 0.27% 146