Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
7,069
+2,764
+64% +$477K 0.81% 33
2025
Q1
$951K Sell
4,305
-359
-8% -$79.3K 0.63% 53
2024
Q4
$958K Buy
4,664
+716
+18% +$147K 0.62% 56
2024
Q3
$709K Buy
3,948
+2,577
+188% +$463K 0.47% 72
2024
Q2
$204K Buy
+1,371
New +$204K 0.14% 153