Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Buy
31,155
+2,154
+7% +$91.8K 0.06% 128
2025
Q1
$943K Buy
+29,001
New +$943K 0.05% 138
2021
Q1
Sell
-21,723
Closed -$1.95M 178
2020
Q4
$1.95M Buy
+21,723
New +$1.95M 0.13% 75