Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.33M Buy
+34,613
New +$2.33M 0.34% 87
2024
Q4
Sell
-10,042
Closed -$777K 480
2024
Q3
$777K Buy
+10,042
New +$777K 0.25% 162
2024
Q1
Sell
-4,086
Closed -$314K 416
2023
Q4
$314K Buy
+4,086
New +$314K 0.09% 353
2023
Q3
Sell
-8,985
Closed -$752K 532
2023
Q2
$752K Buy
+8,985
New +$752K 0.4% 82
2022
Q2
Sell
-2,222
Closed -$214K 297
2022
Q1
$214K Buy
+2,222
New +$214K 0.11% 338