Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.33M Buy
+43,902
New +$2.33M 0.34% 86
2023
Q4
Sell
-12,379
Closed -$597K 442
2023
Q3
$597K Buy
+12,379
New +$597K 0.18% 242
2022
Q2
Sell
-7,581
Closed -$308K 196
2022
Q1
$308K Buy
7,581
+1,424
+23% +$57.9K 0.16% 254
2021
Q4
$254K Buy
+6,157
New +$254K 0.2% 237