Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.5M Buy
5,320
+2,609
+96% +$1.22M 0.99% 42
2025
Q1
$1.26M Sell
2,711
-163
-6% -$75.9K 0.54% 59
2024
Q4
$1.2M Sell
2,874
-24
-0.8% -$10K 0.5% 60
2024
Q3
$1.38M Buy
+2,898
New +$1.38M 0.58% 55