Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.15M Buy
7,803
+1,238
+19% +$500K 0.02% 495
2025
Q1
$2.75M Sell
6,565
-287
-4% -$120K 0.03% 440
2024
Q4
$3.33M Buy
6,852
+2,465
+56% +$1.2M 0.04% 358
2024
Q3
$2.22M Buy
4,387
+2,105
+92% +$1.07M 0.04% 348
2024
Q2
$1.02M Buy
+2,282
New +$1.02M 0.04% 342