Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.4M Buy
+62,549
New +$5.4M 1.4% 21
2023
Q4
Sell
-81,617
Closed -$3.36M 106
2023
Q3
$3.36M Buy
+81,617
New +$3.36M 0.91% 70
2023
Q2
Sell
-122,017
Closed -$4.81M 88
2023
Q1
$4.81M Buy
+122,017
New +$4.81M 1.35% 25