Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$322K Buy
+1,422
New +$322K 0.22% 110
2024
Q3
Sell
-13,510
Closed -$2.35M 121
2024
Q2
$2.35M Sell
13,510
-3,571
-21% -$621K 1.1% 25
2024
Q1
$2.32M Buy
+17,081
New +$2.32M 0.97% 42