Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.94M Buy
22,176
+6,483
+41% +$1.44M 0.73% 9
2025
Q1
$3.23M Buy
+15,693
New +$3.23M 0.65% 26
2024
Q4
Sell
-4,740
Closed -$976K 432
2024
Q3
$976K Buy
+4,740
New +$976K 0.32% 107
2023
Q3
Sell
-3,688
Closed -$458K 487
2023
Q2
$458K Buy
3,688
+1,904
+107% +$237K 0.24% 182
2023
Q1
$206K Buy
+1,784
New +$206K 0.12% 341