Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
+1,471
New +$1.08M 0.12% 155
2022
Q3
Sell
-2,856
Closed -$932K 186
2022
Q2
$932K Buy
2,856
+181
+7% +$59.1K 0.17% 125
2022
Q1
$819K Buy
+2,675
New +$819K 0.13% 135