Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.05M Buy
467,974
+216,767
+86% +$1.88M 0.34% 77
2025
Q1
$2.21M Hold
251,207
0.15% 149
2024
Q4
$2.28M Buy
251,207
+25,910
+12% +$236K 0.15% 131
2024
Q3
$2.04M Buy
+225,297
New +$2.04M 0.2% 100