Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.84M Buy
29,035
+2,655
+10% +$625K 0.47% 80
2025
Q1
$5.74M Sell
26,380
-1,569
-6% -$341K 0.46% 79
2024
Q4
$6.39M Buy
27,949
+25,620
+1,100% +$5.86M 0.43% 84
2024
Q3
$567K Buy
+2,329
New +$567K 0.04% 161
2024
Q2
Sell
-25,882
Closed -$5.13M 183
2024
Q1
$5.13M Buy
+25,882
New +$5.13M 0.44% 92