Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.8M Buy
40,763
+12,865
+46% +$1.2M 0.58% 33
2025
Q1
$2.03M Buy
27,898
+13,724
+97% +$1,000K 0.36% 59
2024
Q4
$855K Sell
14,174
-299
-2% -$18K 0.14% 153
2024
Q3
$1.09M Buy
14,473
+5,628
+64% +$423K 0.19% 137
2024
Q2
$643K Buy
8,845
+4,254
+93% +$309K 0.12% 168
2024
Q1
$353K Buy
4,591
+418
+10% +$32.2K 0.07% 209
2023
Q4
$257K Buy
+4,173
New +$257K 0.06% 219