Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$562K Buy
6,398
+2,404
+60% +$211K 0.24% 141
2025
Q1
$281K Buy
+3,994
New +$281K 0.13% 324
2024
Q4
Sell
-9,059
Closed -$676K 1098
2024
Q3
$676K Sell
9,059
-22,961
-72% -$1.71M 0.16% 201
2024
Q2
$1.92M Buy
32,020
+5,528
+21% +$331K 0.34% 35
2024
Q1
$1.73M Buy
+26,492
New +$1.73M 0.34% 47