Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.57M Buy
+335,441
New +$4.57M 0.69% 56
2024
Q2
Sell
-411,610
Closed -$4.23M 301
2024
Q1
$4.23M Sell
411,610
-121,602
-23% -$1.25M 0.66% 48
2023
Q4
$4.42M Buy
533,212
+56,684
+12% +$470K 0.78% 17
2023
Q3
$2.98M Hold
476,528
0.57% 32
2023
Q2
$2.07M Buy
+476,528
New +$2.07M 0.38% 102