Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Buy
+42,098
New +$1.55M 0.01% 766
2024
Q4
Sell
-38,202
Closed -$1.29M 2064
2024
Q3
$1.29M Sell
38,202
-4,120
-10% -$139K 0.01% 820
2024
Q2
$1.62M Buy
42,322
+8,098
+24% +$309K 0.01% 690
2024
Q1
$1.55M Sell
34,224
-11,831
-26% -$537K 0.01% 742
2023
Q4
$1.59M Sell
46,055
-8,995
-16% -$311K 0.01% 707
2023
Q3
$1.7M Buy
55,050
+4,773
+9% +$148K 0.01% 668
2023
Q2
$1.62M Buy
+50,277
New +$1.62M 0.01% 712