Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.93M Buy
14,661
+6,244
+74% +$822K 0.07% 230
2025
Q1
$882K Sell
8,417
-378
-4% -$39.6K 0.03% 325
2024
Q4
$955K Buy
8,795
+4,955
+129% +$538K 0.03% 320
2024
Q3
$410K Buy
+3,840
New +$410K 0.01% 462