Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$558K Buy
+65,298
New +$558K 0.44% 47
2024
Q4
Sell
-303,489
Closed -$901K 67
2024
Q3
$901K Buy
+303,489
New +$901K 0.4% 83
2022
Q4
Sell
-273,673
Closed -$1.07M 39
2022
Q3
$1.07M Buy
273,673
+65,718
+32% +$258K 1.11% 32
2022
Q2
$1.02M Buy
+207,955
New +$1.02M 0.98% 34