Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$405K Buy
+1,134
New +$405K 0.28% 101
2025
Q1
Sell
-907
Closed -$301K 118
2024
Q4
$301K Buy
+907
New +$301K 0.17% 109
2024
Q3
Sell
-3,452
Closed -$1.08M 84
2024
Q2
$1.08M Buy
+3,452
New +$1.08M 0.51% 65
2023
Q4
Sell
-7,150
Closed -$1.52M 106
2023
Q3
$1.52M Buy
+7,150
New +$1.52M 0.73% 58