Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.45M Sell
68,735
-44,097
-39% -$2.21M 0.02% 393
2025
Q1
$5.32M Buy
112,832
+88,554
+365% +$4.18M 0.04% 266
2024
Q4
$1.28M Buy
+24,278
New +$1.28M 0.01% 566
2024
Q3
Sell
-4,005
Closed -$236K 1410
2024
Q2
$236K Sell
4,005
-20,864
-84% -$1.23M ﹤0.01% 1068
2024
Q1
$1.71M Buy
+24,869
New +$1.71M 0.02% 400