Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Buy
6,913
+397
+6% +$89.9K 0.59% 41
2025
Q1
$1.08M Buy
6,516
+4,000
+159% +$664K 0.48% 45
2024
Q4
$497K Sell
2,516
-1,977
-44% -$390K 0.3% 48
2024
Q3
$780K Buy
+4,493
New +$780K 0.43% 52