Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Buy
80,000
+33,693
+73% +$613K 1.91% 20
2025
Q1
$784K Buy
46,307
+1,807
+4% +$30.6K 1.18% 28
2024
Q4
$564K Sell
44,500
-2,800
-6% -$35.5K 0.56% 35
2024
Q3
$721K Buy
+47,300
New +$721K 0.92% 29