Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.99M Buy
5,071
+3,191
+170% +$2.51M 0.15% 88
2025
Q1
$1.15M Buy
+1,880
New +$1.15M 0.05% 168
2024
Q4
Sell
-28,727
Closed -$17.8M 1203
2024
Q3
$17.8M Buy
+28,727
New +$17.8M 0.6% 18
2024
Q2
Hold
0
1168
2024
Q1
Hold
0
963