Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.58M Buy
+287,459
New +$2.58M 0.06% 485
2025
Q1
Sell
-17,234
Closed -$144K 1148
2024
Q4
$144K Sell
17,234
-48,368
-74% -$403K 0.01% 1080
2024
Q3
$389K Sell
65,602
-54,328
-45% -$322K 0.02% 900
2024
Q2
$631K Buy
+119,930
New +$631K 0.03% 718