Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.63M Buy
+17,783
New +$1.63M 1.02% 16
2025
Q1
Sell
-5,194
Closed -$481K 131
2024
Q4
$481K Sell
5,194
-155
-3% -$14.3K 0.33% 62
2024
Q3
$496K Buy
+5,349
New +$496K 0.35% 64
2024
Q1
Sell
-5,912
Closed -$409K 129
2023
Q4
$409K Buy
+5,912
New +$409K 0.37% 74