Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$589K Buy
+3,720
New +$589K 0.14% 275
2025
Q1
Sell
-5,993
Closed -$1.29M 867
2024
Q4
$1.29M Buy
5,993
+4,188
+232% +$899K 0.29% 100
2024
Q3
$302K Buy
+1,805
New +$302K 0.07% 451