Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-42,788
Closed -$1.18M 506
2025
Q1
$1.18M Buy
+42,788
New +$1.18M 0.13% 207
2024
Q2
Sell
-24,861
Closed -$751K 489
2024
Q1
$751K Sell
24,861
-41,991
-63% -$1.27M 0.16% 210
2023
Q4
$2.01M Buy
+66,852
New +$2.01M 0.5% 51