Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.13M Buy
153,590
+46,337
+43% +$1.25M 0.03% 416
2025
Q1
$2.69M Sell
107,253
-12,614
-11% -$317K 0.03% 443
2024
Q4
$2.56M Buy
119,867
+13,537
+13% +$289K 0.03% 420
2024
Q3
$2.06M Buy
106,330
+61,330
+136% +$1.19M 0.04% 361
2024
Q2
$765K Buy
+45,000
New +$765K 0.03% 411