Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.08M Buy
5,667
+1,499
+36% +$1.34M 0.52% 46
2025
Q1
$2.83M Buy
4,168
+785
+23% +$534K 0.32% 69
2024
Q4
$2.13M Buy
+3,383
New +$2.13M 0.26% 76
2024
Q3
Sell
-249
Closed -$205K 226
2024
Q2
$205K Buy
+249
New +$205K 0.03% 205