Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.29M Buy
+17,000
New +$5.29M 0.76% 29
2024
Q4
Sell
-933
Closed -$270K 486
2024
Q3
$270K Buy
933
+163
+21% +$47.2K 0.07% 288
2024
Q2
$201K Buy
+770
New +$201K 0.07% 288