Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-56,085
Closed -$2.48M 2653
2025
Q1
$2.48M Buy
56,085
+35,857
+177% +$1.59M 0.13% 175
2024
Q4
$952K Buy
+20,228
New +$952K 0.08% 328
2024
Q1
Sell
-12,173
Closed -$402K 2010
2023
Q4
$402K Buy
+12,173
New +$402K 0.09% 395