Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.31M Buy
+9,420
New +$3.31M 0.29% 94
2023
Q4
Sell
-6,030
Closed -$1.79M 449
2023
Q3
$1.79M Buy
6,030
+2,288
+61% +$681K 0.41% 63
2023
Q2
$1.24M Buy
3,742
+2,772
+286% +$916K 0.47% 45
2023
Q1
$323K Buy
+970
New +$323K 0.18% 138