Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$551K Buy
+14,738
New +$551K 0.02% 1019
2024
Q3
Sell
-42,227
Closed -$1.29M 2617
2024
Q2
$1.29M Buy
+42,227
New +$1.29M 0.11% 269
2023
Q4
Sell
-11,007
Closed -$348K 2166
2023
Q3
$348K Buy
+11,007
New +$348K 0.06% 630