Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Buy
+20,117
New +$1.42M 0.06% 478
2024
Q4
Sell
-14,443
Closed -$1.22M 2271
2024
Q3
$1.22M Buy
14,443
+7,095
+97% +$601K 0.09% 334
2024
Q2
$991K Buy
+7,348
New +$991K 0.08% 362
2024
Q1
Sell
-2,369
Closed -$379K 1828
2023
Q4
$379K Buy
+2,369
New +$379K 0.08% 441
2023
Q2
Sell
-3,645
Closed -$512K 1406
2023
Q1
$512K Sell
3,645
-342
-9% -$48K 0.11% 278
2022
Q4
$452K Buy
+3,987
New +$452K 0.1% 348