Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.85M Buy
+74,290
New +$1.85M 0.08% 369
2024
Q4
Sell
-25,969
Closed -$783K 2355
2024
Q3
$783K Buy
+25,969
New +$783K 0.06% 539
2024
Q2
Sell
-9,308
Closed -$334K 1935
2024
Q1
$334K Sell
9,308
-1,326
-12% -$47.6K 0.05% 759
2023
Q4
$311K Buy
+10,634
New +$311K 0.07% 589
2022
Q4
Sell
-10,950
Closed -$214K 1164
2022
Q3
$214K Buy
+10,950
New +$214K 0.05% 740