Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
+33,670
New +$1.37M 0.76% 1
2024
Q4
Sell
-15,710
Closed -$712K 377
2024
Q3
$712K Buy
+15,710
New +$712K 0.4% 54
2024
Q2
Sell
-24,244
Closed -$907K 665
2024
Q1
$907K Buy
+24,244
New +$907K 0.52% 25
2023
Q1
Sell
-6,225
Closed -$241K 600
2022
Q4
$241K Sell
6,225
-10,784
-63% -$418K 0.16% 273
2022
Q3
$709K Buy
+17,009
New +$709K 0.46% 42
2022
Q2
Sell
-16,216
Closed -$930K 559
2022
Q1
$930K Buy
+16,216
New +$930K 0.76% 3