Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.17M Buy
+80,846
New +$4.17M 0.1% 282
2024
Q2
Sell
-9,475
Closed -$325K 1628
2024
Q1
$325K Sell
9,475
-2,497
-21% -$85.6K 0.02% 926
2023
Q4
$455K Sell
11,972
-5,423
-31% -$206K 0.04% 646
2023
Q3
$583K Buy
17,395
+8,180
+89% +$274K 0.06% 506
2023
Q2
$386K Buy
+9,215
New +$386K 0.04% 677