Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.57M Buy
70,433
+54,863
+352% +$5.12M 5.53% 7
2025
Q1
$1.13M Buy
+15,570
New +$1.13M 0.89% 14
2024
Q1
Sell
-3,855
Closed -$249K 34
2023
Q4
$249K Buy
+3,855
New +$249K 0.19% 31