Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.05M Sell
16,301
-33,548
-67% -$4.21M 0.08% 124
2025
Q1
$6.82M Buy
49,849
+49,778
+70,110% +$6.81M 0.28% 51
2024
Q4
$10.9K Buy
+71
New +$10.9K ﹤0.01% 775
2024
Q3
Hold
0
951
2024
Q2
Sell
-24,407
Closed -$5.26M 936
2024
Q1
$5.26M Buy
+24,407
New +$5.26M 0.17% 65