Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
93,975
+44,960
+92% +$524K 0.35% 67
2025
Q1
$616K Buy
49,015
+36,458
+290% +$458K 0.25% 137
2024
Q4
$213K Sell
12,557
-60,148
-83% -$1.02M 0.1% 328
2024
Q3
$1.14M Buy
+72,705
New +$1.14M 0.34% 103