Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.45M Buy
5,616
+2,155
+62% +$556K 1.32% 22
2025
Q1
$775K Sell
3,461
-5,366
-61% -$1.2M 0.76% 32
2024
Q4
$2.02M Buy
8,827
+252
+3% +$57.6K 1.33% 18
2024
Q3
$2.02M Buy
+8,575
New +$2.02M 1.26% 20