Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.16M Buy
+9,955
New +$3.16M 0.52% 41
2025
Q1
Sell
-8,769
Closed -$3.54M 171
2024
Q4
$3.54M Buy
+8,769
New +$3.54M 0.68% 24
2023
Q1
Sell
-3,000
Closed -$370K 52
2022
Q4
$370K Buy
+3,000
New +$370K 0.35% 40