Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Buy
6,697
+4,412
+193% +$1.02M 0.36% 57
2025
Q1
$499K Sell
2,285
-1,816
-44% -$397K 0.15% 270
2024
Q4
$841K Sell
4,101
-4,001
-49% -$820K 0.19% 206
2024
Q3
$1.35M Buy
+8,102
New +$1.35M 0.33% 68
2023
Q1
Sell
-1,058
Closed -$328K 553
2022
Q4
$328K Buy
+1,058
New +$328K 0.17% 258