Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.77M Buy
10,970
+3,920
+56% +$634K 6.41% 3
2025
Q1
$753K Buy
7,050
+5,330
+310% +$569K 8.93% 4
2024
Q4
$217K Sell
1,720
-12,060
-88% -$1.52M 3.27% 11
2024
Q3
$1.97M Sell
13,780
-4,620
-25% -$661K 4.85% 5
2024
Q2
$3.01M Buy
18,400
+11,220
+156% +$1.84M 7% 4
2024
Q1
$897K Sell
7,180
-32,630
-82% -$4.08M 4.94% 6
2023
Q4
$2.99M Buy
+39,810
New +$2.99M 10.72% 3