Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
12,864
+3,547
+38% +$331K 0.08% 184
2025
Q1
$679K Sell
9,317
-3,885
-29% -$283K 0.07% 230
2024
Q4
$796K Buy
13,202
+10,462
+382% +$631K 0.1% 177
2024
Q3
$206K Buy
+2,740
New +$206K 0.04% 334