Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Buy
6,009
+1,772
+42% +$380K 0.3% 91
2025
Q1
$855K Buy
+4,237
New +$855K 0.26% 144
2024
Q1
Sell
-1,415
Closed -$374K 673
2023
Q4
$374K Buy
+1,415
New +$374K 0.27% 160