Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Buy
+35,092
New +$1.55M 0.21% 83
2022
Q4
Sell
-46,590
Closed -$783K 153
2022
Q3
$783K Buy
46,590
+3,057
+7% +$51.4K 0.17% 95
2022
Q2
$958K Buy
+43,533
New +$958K 0.2% 84
2019
Q2
Sell
-23,310
Closed -$555K 113
2019
Q1
$555K Buy
+23,310
New +$555K 0.2% 68