Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.71M Buy
+70,000
New +$8.71M 3.55% 9
2023
Q2
Sell
-34,300
Closed -$2.29M 40
2023
Q1
$2.29M Buy
+34,300
New +$2.29M 1.7% 24
2022
Q4
Sell
-67,000
Closed -$4.63M 29
2022
Q3
$4.63M Buy
+67,000
New +$4.63M 2.54% 11
2022
Q1
Sell
-11,083
Closed -$2.92M 31
2021
Q4
$2.92M Buy
+11,083
New +$2.92M 0.41% 17