Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.99M Buy
+90,869
New +$3.99M 0.6% 78
2024
Q2
Sell
-101,617
Closed -$4.49M 283
2024
Q1
$4.49M Buy
101,617
+1,538
+2% +$68K 0.7% 29
2023
Q4
$3.46M Buy
+100,079
New +$3.46M 0.61% 80