Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
+20,244
New +$1.02M 0.25% 104
2025
Q1
Sell
-10,487
Closed -$555K 641
2024
Q4
$555K Buy
+10,487
New +$555K 0.16% 260
2024
Q3
Sell
-4,086
Closed -$241K 680
2024
Q2
$241K Buy
+4,086
New +$241K 0.05% 496