Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.17M Buy
11,969
+3,806
+47% +$689K 0.47% 53
2025
Q1
$1.41M Buy
8,163
+7,006
+606% +$1.21M 0.69% 30
2024
Q4
$209K Sell
1,157
-3,870
-77% -$698K 0.16% 231
2024
Q3
$863K Buy
+5,027
New +$863K 0.49% 61
2024
Q1
Sell
-12,130
Closed -$2M 241
2023
Q4
$2M Buy
+12,130
New +$2M 1.43% 4