Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$825K Buy
2,596
+885
+52% +$281K 0.19% 75
2025
Q1
$443K Sell
1,711
-121
-7% -$31.4K 0.12% 118
2024
Q4
$740K Buy
1,832
+638
+53% +$258K 0.21% 75
2024
Q3
$312K Buy
+1,194
New +$312K 0.12% 163
2024
Q1
Sell
-923
Closed -$229K 197
2023
Q4
$229K Buy
+923
New +$229K 0.26% 116