Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.99M Buy
158,783
+45,484
+40% +$2.86M 1.42% 31
2025
Q1
$7.79M Buy
113,299
+95,530
+538% +$6.57M 1.1% 34
2024
Q4
$1.04M Buy
17,769
+11,769
+196% +$689K 0.16% 21
2024
Q3
$286K Buy
+6,000
New +$286K 0.55% 33