Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,219
Closed -$1.35M 193
2025
Q1
$1.35M Buy
10,219
+140
+1% +$18.5K 0.24% 73
2024
Q4
$855K Buy
+10,079
New +$855K 0.15% 96
2024
Q2
Sell
-13,319
Closed -$1.8M 187
2024
Q1
$1.8M Buy
13,319
+235
+2% +$31.8K 0.29% 71
2023
Q4
$1.01M Buy
+13,084
New +$1.01M 0.2% 78