Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.85M Buy
+35,330
New +$2.85M 0.63% 21
2025
Q1
Sell
-3,404
Closed -$249K 428
2024
Q4
$249K Buy
+3,404
New +$249K 0.19% 205
2023
Q4
Sell
-11,849
Closed -$583K 351
2023
Q3
$583K Buy
+11,849
New +$583K 0.37% 95