Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$566K Buy
+3,500
New +$566K 0.76% 36
2024
Q3
Sell
-10,000
Closed -$1.64M 38
2024
Q2
$1.64M Buy
10,000
+1,200
+14% +$196K 2.82% 12
2024
Q1
$1.1M Buy
+8,800
New +$1.1M 2.04% 14