Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.09M Buy
+5,400
New +$2.09M 0.35% 58
2025
Q1
Sell
-830
Closed -$369K 114
2024
Q4
$369K Sell
830
-1,818
-69% -$808K 0.07% 135
2024
Q3
$1.37M Sell
2,648
-6,639
-71% -$3.44M 0.37% 31
2024
Q2
$5.16M Buy
9,287
+4,984
+116% +$2.77M 1.16% 26
2024
Q1
$2.17M Buy
+4,303
New +$2.17M 0.58% 33