Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.84M Sell
270,479
-14
-0% -$147 0.1% 135
2025
Q1
$3.5M Buy
+270,493
New +$3.5M 0.12% 111
2023
Q2
Sell
-53,799
Closed -$1.4M 423
2023
Q1
$1.4M Sell
53,799
-10,831
-17% -$283K 0.07% 165
2022
Q4
$1.15M Buy
+64,630
New +$1.15M 0.06% 185