Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.39M Buy
+5,100
New +$2.39M 0.09% 128
2025
Q1
Sell
-2,436
Closed -$1.02M 153
2024
Q4
$1.02M Buy
+2,436
New +$1.02M 0.06% 117
2024
Q3
Sell
-22,700
Closed -$9.96M 151
2024
Q2
$9.96M Buy
+22,700
New +$9.96M 0.82% 41
2024
Q1
Sell
-581
Closed -$239K 288
2023
Q4
$239K Buy
+581
New +$239K 0.03% 234
2023
Q3
Sell
-60,469
Closed -$23M 108
2023
Q2
$23M Buy
+60,469
New +$23M 3.02% 4