Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.45M Buy
10,789
+5,789
+116% +$778K 0.65% 41
2025
Q1
$496K Buy
5,000
+542
+12% +$53.8K 0.64% 67
2024
Q4
$637K Sell
4,458
-4,800
-52% -$686K 1.82% 28
2024
Q3
$1.14M Buy
+9,258
New +$1.14M 3.3% 15