Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.04M Buy
+138,154
New +$3.04M 0.01% 375
2023
Q3
Sell
-129,447
Closed -$3.79M 744
2023
Q2
$3.79M Buy
129,447
+7,148
+6% +$209K 0.03% 308
2023
Q1
$3.43M Buy
122,299
+2,045
+2% +$57.3K 0.02% 356
2022
Q4
$3.28M Buy
+120,254
New +$3.28M 0.02% 398