Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
+6,142
New +$1.41M 0.06% 482
2025
Q1
Sell
-1,730
Closed -$427K 2381
2024
Q4
$427K Sell
1,730
-720
-29% -$178K 0.04% 899
2024
Q3
$577K Sell
2,450
-852
-26% -$201K 0.04% 719
2024
Q2
$808K Buy
+3,302
New +$808K 0.07% 445
2023
Q4
Sell
-3,685
Closed -$673K 1565
2023
Q3
$673K Buy
3,685
+85
+2% +$15.5K 0.11% 235
2023
Q2
$620K Buy
+3,600
New +$620K 0.11% 251
2023
Q1
Sell
-6,458
Closed -$681K 1254
2022
Q4
$681K Buy
+6,458
New +$681K 0.14% 184