Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.53M Buy
49,321
+30,616
+164% +$2.81M 0.25% 38
2025
Q1
$1.65M Buy
+18,705
New +$1.65M 0.09% 46
2024
Q2
Sell
-77,404
Closed -$6.68M 86
2024
Q1
$6.68M Buy
+77,404
New +$6.68M 0.18% 90