Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$534K Buy
+1,702
New +$534K 0.08% 276
2024
Q2
Sell
-5,520
Closed -$1.06M 445
2024
Q1
$1.06M Buy
5,520
+3,982
+259% +$767K 0.46% 70
2023
Q4
$341K Buy
+1,538
New +$341K 0.12% 180