Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Buy
+1,687
New +$285K 0.01% 341
2025
Q1
Sell
-26,641
Closed -$4.22M 1353
2024
Q4
$4.22M Buy
26,641
+579
+2% +$91.7K 0.16% 83
2024
Q3
$3.31M Buy
+26,062
New +$3.31M 0.11% 85