Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.32M Buy
51,434
+30,843
+150% +$1.39M 1.04% 18
2025
Q1
$968K Buy
20,591
+5,909
+40% +$278K 1.24% 27
2024
Q4
$827K Sell
14,682
-7,000
-32% -$394K 2.36% 21
2024
Q3
$1.23M Buy
21,682
+4,637
+27% +$264K 3.57% 11
2024
Q2
$875K Buy
17,045
+11,872
+229% +$610K 2.2% 25
2024
Q1
$302K Buy
+5,173
New +$302K 2.44% 22