Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.28M Buy
+9,200
New +$3.28M 0.13% 112
2024
Q3
Sell
-16,700
Closed -$4.9M 119
2024
Q2
$4.9M Buy
+16,700
New +$4.9M 0.4% 77
2024
Q1
Sell
-445
Closed -$130K 126
2023
Q4
$130K Buy
+445
New +$130K 0.02% 282