Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.45M Buy
7,712
+925
+14% +$294K 0.92% 30
2025
Q1
$1.76M Sell
6,787
-445
-6% -$115K 0.78% 31
2024
Q4
$2.92M Buy
7,232
+5,560
+333% +$2.25M 1.78% 16
2024
Q3
$437K Buy
+1,672
New +$437K 0.24% 75