Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.58M Buy
103,383
+43,952
+74% +$1.95M 0.06% 337
2025
Q1
$1.97M Buy
59,431
+17,834
+43% +$592K 0.03% 543
2024
Q4
$1.52M Buy
41,597
+27,567
+196% +$1M 0.02% 640
2024
Q3
$397K Buy
+14,030
New +$397K 0.01% 1126
2023
Q3
Sell
-14,283
Closed -$322K 1466
2023
Q2
$322K Buy
+14,283
New +$322K 0.01% 1138