Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.29M Sell
5,974
-6,305
-51% -$3.48M 1% 13
2025
Q1
$7.18M Buy
12,279
+11,600
+1,708% +$6.78M 1.87% 5
2024
Q4
$422K Buy
+679
New +$422K 0.18% 37