Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75M Buy
+5,843
New +$1.75M 0.33% 80
2025
Q1
Sell
-7,960
Closed -$2.03M 302
2024
Q4
$2.03M Buy
7,960
+551
+7% +$140K 0.44% 55
2024
Q3
$1.74M Buy
7,409
+526
+8% +$124K 0.43% 61
2024
Q2
$1.53M Buy
+6,883
New +$1.53M 0.46% 54
2023
Q4
$1.34M Buy
+6,533
New +$1.34M 0.54% 44