Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.42M Buy
18,413
+5,599
+44% +$1.65M 0.65% 57
2025
Q1
$3.41M Sell
12,814
-573
-4% -$153K 0.44% 89
2024
Q4
$3.37M Buy
+13,387
New +$3.37M 0.4% 102
2019
Q3
Sell
-23,838
Closed -$3.47M 192
2019
Q2
$3.47M Buy
+23,838
New +$3.47M 0.45% 91