Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.62M Buy
+77,944
New +$2.62M 0.11% 229
2024
Q4
Sell
-43,775
Closed -$1.55M 2620
2024
Q3
$1.55M Buy
43,775
+19,412
+80% +$687K 0.11% 227
2024
Q2
$606K Buy
24,363
+13,016
+115% +$324K 0.05% 563
2024
Q1
$289K Buy
+11,347
New +$289K 0.04% 888