Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.64M Buy
13,639
+2,582
+23% +$311K 0.24% 148
2025
Q1
$1.29M Buy
+11,057
New +$1.29M 0.26% 140
2024
Q1
Sell
-10,602
Closed -$918K 367
2023
Q4
$918K Buy
+10,602
New +$918K 0.26% 148