Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.43M Buy
1,048,613
+313,034
+43% +$1.62M 0.65% 56
2025
Q1
$3.88M Sell
735,579
-32,910
-4% -$173K 0.5% 76
2024
Q4
$3.4M Buy
+768,489
New +$3.4M 0.41% 100
2023
Q3
Sell
-48,517
Closed -$202K 205
2023
Q2
$202K Buy
+48,517
New +$202K 0.03% 197