Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$956K Buy
+68,574
New +$956K 0.23% 126
2024
Q4
Sell
-93,253
Closed -$1.84M 791
2024
Q3
$1.84M Buy
93,253
+29,001
+45% +$573K 0.37% 39
2024
Q2
$1.12M Buy
+64,252
New +$1.12M 0.23% 155