Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
+54,672
New +$1.16M 0.05% 577
2025
Q1
Sell
-10,371
Closed -$258K 2735
2024
Q4
$258K Buy
+10,371
New +$258K 0.02% 1339
2023
Q2
Sell
-10,214
Closed -$521K 1620
2023
Q1
$521K Buy
+10,214
New +$521K 0.11% 266