Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Buy
+2,134
New +$262K 0.18% 126
2024
Q3
Sell
-15,156
Closed -$2.09M 83
2024
Q2
$2.09M Sell
15,156
-1,837
-11% -$253K 0.98% 37
2024
Q1
$1.94M Sell
16,993
-13,344
-44% -$1.52M 0.81% 51
2023
Q4
$2.32M Buy
30,337
+3,161
+12% +$242K 1.01% 28
2023
Q3
$1.87M Buy
+27,176
New +$1.87M 0.89% 38