Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.4M Buy
+59,144
New +$4.4M 0.18% 122
2024
Q4
$853K Buy
13,772
+7,810
+131% +$484K 0.07% 298
2024
Q3
$388K Buy
+5,962
New +$388K 0.05% 369
2022
Q1
Sell
-6,591
Closed -$438K 254
2021
Q4
$438K Buy
+6,591
New +$438K 0.12% 99