Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.16M Buy
+7,866
New +$2.16M 0.05% 312
2022
Q2
Sell
-27,766
Closed -$6.77M 707
2022
Q1
$6.77M Buy
+27,766
New +$6.77M 0.3% 103
2021
Q1
Sell
-3,438
Closed -$622K 643
2020
Q4
$622K Buy
+3,438
New +$622K 0.1% 252