Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.4M Buy
+110,961
New +$8.4M 0.74% 18
2025
Q1
Sell
-59,185
Closed -$4.53M 631
2024
Q4
$4.53M Buy
59,185
+24,266
+69% +$1.86M 0.56% 34
2024
Q3
$2.73M Buy
+34,919
New +$2.73M 0.29% 122
2023
Q1
Sell
-23,267
Closed -$1.78M 316
2022
Q4
$1.78M Buy
+23,267
New +$1.78M 0.89% 25