Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.65M Buy
15,098
+10,041
+199% +$1.76M 0.58% 30
2025
Q1
$915K Buy
+5,057
New +$915K 0.45% 63
2024
Q3
Sell
-9,918
Closed -$2M 347
2024
Q2
$2M Buy
9,918
+6,784
+216% +$1.36M 1.5% 1
2024
Q1
$765K Buy
+3,134
New +$765K 0.44% 81