Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Buy
+8,815
New +$1.49M 0.53% 57
2024
Q4
Sell
-18,862
Closed -$1.65M 304
2024
Q3
$1.65M Buy
18,862
+5,466
+41% +$479K 0.36% 109
2024
Q2
$1.4M Buy
+13,396
New +$1.4M 0.3% 132