Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.71M Buy
6,330
+1,954
+45% +$526K 0.19% 73
2025
Q1
$1.11M Buy
4,376
+1,561
+55% +$396K 0.13% 96
2024
Q4
$660K Buy
2,815
+610
+28% +$143K 0.08% 148
2024
Q3
$563K Sell
2,205
-93
-4% -$23.7K 0.07% 174
2024
Q2
$547K Buy
+2,298
New +$547K 0.08% 154