Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.39M Buy
+18,267
New +$3.39M 0.74% 16
2023
Q3
Sell
-5,413
Closed -$729K 223
2023
Q2
$729K Buy
5,413
+3,732
+222% +$503K 0.65% 50
2023
Q1
$268K Buy
+1,681
New +$268K 0.34% 120