Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$138K Buy
+3,000
New +$138K 0.56% 5
2025
Q1
Sell
-36,000
Closed -$1.44M 6
2024
Q4
$1.44M Buy
36,000
+6,000
+20% +$241K 1.11% 5
2024
Q3
$913K Buy
+30,000
New +$913K 0.93% 8