Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.1M Buy
70,580
+39,967
+131% +$1.19M 0.08% 121
2025
Q1
$1.02M Buy
30,613
+10,680
+54% +$354K 0.04% 174
2024
Q4
$682K Buy
19,933
+3,482
+21% +$119K 0.03% 211
2024
Q3
$595K Sell
16,451
-10,938
-40% -$396K 0.02% 256
2024
Q2
$936K Buy
+27,389
New +$936K 0.03% 197