Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.8M Buy
103,975
+42,142
+68% +$4.37M 1.7% 21
2025
Q1
$5.4M Buy
61,833
+32,237
+109% +$2.81M 0.98% 27
2024
Q4
$3.03M Buy
+29,596
New +$3.03M 0.77% 26
2023
Q2
Sell
-29,170
Closed -$1.73M 42
2023
Q1
$1.73M Buy
+29,170
New +$1.73M 0.69% 22