Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Buy
+2,832
New +$264K 0.06% 137
2025
Q1
Sell
-67,584
Closed -$4.08M 90
2024
Q4
$4.08M Buy
+67,584
New +$4.08M 0.8% 60
2024
Q2
Sell
-78,867
Closed -$6.07M 126
2024
Q1
$6.07M Buy
+78,867
New +$6.07M 1.1% 32