Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.79M Buy
+57,942
New +$5.79M 3.83% 11
2023
Q2
Sell
-10,798
Closed -$931K 34
2023
Q1
$931K Buy
+10,798
New +$931K 0.94% 25