Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.42M Buy
+6,768
New +$5.42M 0.49% 50
2025
Q1
Sell
-16,100
Closed -$11.2M 46
2024
Q4
$11.2M Buy
+16,100
New +$11.2M 0.87% 22
2024
Q3
Sell
-12,460
Closed -$12.7M 38
2024
Q2
$12.7M Buy
+12,460
New +$12.7M 1.07% 21