Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.08M Buy
+31,892
New +$2.08M 1.43% 18
2024
Q4
Sell
-16,295
Closed -$641K 107
2024
Q3
$641K Buy
16,295
+9,965
+157% +$392K 0.22% 24
2024
Q2
$205K Buy
+6,330
New +$205K 0.13% 22