Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-23,051
Closed -$1.51M 602
2025
Q1
$1.51M Buy
23,051
+17,311
+302% +$1.14M 0.3% 111
2024
Q4
$406K Buy
+5,740
New +$406K 0.12% 285
2023
Q1
Sell
-7,148
Closed -$361K 446
2022
Q4
$361K Buy
+7,148
New +$361K 0.78% 38