Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.71M Buy
23,513
+15,675
+200% +$1.81M 0.28% 42
2025
Q1
$748K Buy
7,838
+4,708
+150% +$450K 0.09% 32
2024
Q4
$333K Buy
+3,130
New +$333K 0.03% 46
2022
Q3
Sell
-186,323
Closed -$5.82M 21
2022
Q2
$5.82M Sell
186,323
-25,467
-12% -$796K 0.96% 20
2022
Q1
$14.3M Buy
+211,790
New +$14.3M 1.47% 23