Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$667K Sell
6,775
-8,679
-56% -$854K 0.1% 332
2025
Q1
$1.43M Buy
15,454
+8,490
+122% +$786K 0.29% 119
2024
Q4
$632K Buy
6,964
+3,440
+98% +$312K 0.19% 204
2024
Q3
$340K Buy
+3,524
New +$340K 0.11% 315
2023
Q2
Sell
-5,657
Closed -$416K 346
2023
Q1
$416K Buy
+5,657
New +$416K 0.25% 187