Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
+11,770
New +$1.1M 0.29% 99
2024
Q2
Sell
-4,311
Closed -$332K 230
2024
Q1
$332K Sell
4,311
-26,938
-86% -$2.07M 0.07% 160
2023
Q4
$1.92M Buy
+31,249
New +$1.92M 0.39% 69