Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24M Buy
75,567
+52,294
+225% +$16.6M 0.76% 19
2025
Q1
$6.03M Sell
23,273
-10,117
-30% -$2.62M 0.45% 47
2024
Q4
$13.5M Buy
33,390
+32,188
+2,678% +$13M 0.86% 22
2024
Q3
$314K Buy
+1,202
New +$314K 0.05% 136