Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.48M Buy
17,274
+4,952
+40% +$425K 0.66% 40
2025
Q1
$1.13M Buy
+12,322
New +$1.13M 1.46% 21
2024
Q2
Sell
-3,632
Closed -$382K 34
2024
Q1
$382K Buy
3,632
+613
+20% +$64.5K 3.1% 16
2023
Q4
$360K Buy
3,019
+800
+36% +$95.3K 0.99% 15
2023
Q3
$298K Buy
+2,219
New +$298K 0.83% 22