Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58M Buy
12,905
+8,150
+171% +$999K 0.53% 46
2025
Q1
$433K Sell
4,755
-180
-4% -$16.4K 0.17% 87
2024
Q4
$569K Buy
+4,935
New +$569K 0.23% 76