Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.46M Buy
42,420
+37,190
+711% +$3.91M 0.09% 373
2025
Q1
$305K Sell
5,230
-2,600
-33% -$152K 0.01% 1008
2024
Q4
$453K Sell
7,830
-11,076
-59% -$641K 0.01% 928
2024
Q3
$837K Buy
18,906
+5,646
+43% +$250K 0.02% 792
2024
Q2
$493K Buy
+13,260
New +$493K 0.02% 923