Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.86M Buy
181,768
+117,641
+183% +$1.85M 0.11% 141
2025
Q1
$761K Buy
64,127
+32,946
+106% +$391K 0.03% 356
2024
Q4
$402K Buy
31,181
+9,342
+43% +$121K 0.02% 413
2024
Q3
$301K Buy
+21,839
New +$301K 0.01% 469
2021
Q4
Sell
-5,124
Closed -$251K 384
2021
Q3
$251K Buy
5,124
+38
+0.7% +$1.86K 0.03% 335
2021
Q2
$252K Buy
+5,086
New +$252K 0.04% 269