Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Buy
+284
New +$254K 0.18% 127
2024
Q3
Sell
-2,466
Closed -$2.03M 101
2024
Q2
$2.03M Buy
+2,466
New +$2.03M 0.96% 45
2024
Q1
Sell
-2,539
Closed -$1.48M 112
2023
Q4
$1.48M Buy
+2,539
New +$1.48M 0.64% 54