Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.08M Buy
+25,476
New +$2.08M 0.43% 89
2024
Q4
Sell
-12,005
Closed -$1.09M 343
2024
Q3
$1.09M Buy
+12,005
New +$1.09M 0.44% 84
2021
Q4
Sell
-4,600
Closed -$267K 168
2021
Q3
$267K Buy
+4,600
New +$267K 0.58% 85