Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.82M Buy
+27,102
New +$1.82M 0.38% 101
2025
Q1
Sell
-6,387
Closed -$522K 338
2024
Q4
$522K Sell
6,387
-5,761
-47% -$471K 0.22% 164
2024
Q3
$940K Buy
+12,148
New +$940K 0.37% 98