Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.49M Buy
47,374
+30,030
+173% +$2.21M 0.31% 85
2025
Q1
$1.36M Buy
+17,344
New +$1.36M 0.17% 164
2024
Q2
Sell
-5,511
Closed -$486K 459
2024
Q1
$486K Sell
5,511
-2,538
-32% -$224K 0.06% 332
2023
Q4
$595K Buy
+8,049
New +$595K 0.11% 250