Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.95M Buy
+605,329
New +$4.95M 0.6% 40
2024
Q4
Sell
-264,867
Closed -$4.78M 79
2024
Q3
$4.78M Buy
+264,867
New +$4.78M 0.67% 35
2023
Q3
Sell
-239,396
Closed -$4.28M 64
2023
Q2
$4.28M Buy
+239,396
New +$4.28M 0.92% 31
2022
Q4
Sell
-71,300
Closed -$1.97M 62
2022
Q3
$1.97M Buy
+71,300
New +$1.97M 0.45% 44