Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.9M Sell
73,983
-156,664
-68% -$14.6M 0.74% 54
2025
Q1
$16.8M Buy
230,647
+202,083
+707% +$14.7M 2.01% 12
2024
Q4
$1.72M Buy
28,564
+1,353
+5% +$81.6K 0.19% 69
2024
Q3
$2.05M Buy
+27,211
New +$2.05M 0.22% 83