Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.75M Buy
9,341
+4,017
+75% +$1.18M 1.44% 16
2025
Q1
$1.32M Buy
5,324
+2,853
+115% +$709K 0.83% 42
2024
Q4
$543K Hold
2,471
0.33% 62
2024
Q3
$546K Sell
2,471
-70
-3% -$15.5K 0.36% 66
2024
Q2
$439K Sell
2,541
-10
-0.4% -$1.73K 0.33% 73
2024
Q1
$487K Sell
2,551
-6,850
-73% -$1.31M 0.39% 75
2023
Q4
$1.54M Buy
+9,401
New +$1.54M 1.51% 19