Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Buy
18,529
+8,925
+93% +$696K 0.72% 31
2025
Q1
$708K Buy
9,604
+358
+4% +$26.4K 0.37% 67
2024
Q4
$755K Sell
9,246
-390
-4% -$31.8K 0.39% 65
2024
Q3
$672K Buy
+9,636
New +$672K 0.34% 64