Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.58M Sell
23,860
-87,534
-79% -$27.8M 0.99% 14
2025
Q1
$28.9M Buy
+111,394
New +$28.9M 3.6% 6
2022
Q2
Sell
-6
Closed -$2K 440
2022
Q1
$2K Buy
+6
New +$2K ﹤0.01% 269