Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.69M Buy
+56,460
New +$1.69M 0.19% 138
2024
Q4
Sell
-41,934
Closed -$1.03M 421
2024
Q3
$1.03M Buy
41,934
+9,920
+31% +$244K 0.12% 210
2024
Q2
$671K Buy
+32,014
New +$671K 0.08% 260
2022
Q1
Sell
-16,109
Closed -$473K 531
2021
Q4
$473K Buy
+16,109
New +$473K 0.18% 160