Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.8M Buy
+17,779
New +$2.8M 0.01% 668
2023
Q3
Sell
-25,806
Closed -$5.8M 668
2023
Q2
$5.8M Buy
+25,806
New +$5.8M 0.07% 269
2021
Q4
Sell
-74,297
Closed -$17.8M 744
2021
Q3
$17.8M Buy
+74,297
New +$17.8M 0.29% 96