Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
+80,964
New +$1.04M 0.15% 254
2024
Q4
Sell
-15,305
Closed -$196K 514
2024
Q3
$196K Buy
+15,305
New +$196K 0.06% 378
2024
Q1
Sell
-23,747
Closed -$590K 463
2023
Q4
$590K Buy
+23,747
New +$590K 0.17% 248
2023
Q2
Sell
-38,326
Closed -$673K 499
2023
Q1
$673K Buy
38,326
+17,753
+86% +$312K 0.4% 69
2022
Q4
$261K Buy
+20,573
New +$261K 0.56% 91