Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.53M Sell
8,590
-7,475
-47% -$2.2M 0.32% 93
2025
Q1
$4.28M Buy
16,065
+2,208
+16% +$588K 0.6% 60
2024
Q4
$3.48M Buy
13,857
+10,857
+362% +$2.73M 0.49% 64
2024
Q3
$661K Buy
+3,000
New +$661K 0.09% 104