Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-27,101
Closed -$12.1M 58
2024
Q4
$12.1M Buy
27,101
+16,477
+155% +$7.33M 1.46% 22
2024
Q3
$5.5M Buy
+10,624
New +$5.5M 1.44% 18
2024
Q2
Sell
-4,490
Closed -$2.27M 39
2024
Q1
$2.27M Buy
+4,490
New +$2.27M 0.62% 32