Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.82M Buy
8,025
+4,010
+100% +$908K 0.08% 231
2025
Q1
$666K Buy
4,015
+1,533
+62% +$254K 0.05% 300
2024
Q4
$490K Buy
2,482
+1,214
+96% +$240K 0.1% 171
2024
Q3
$220K Sell
1,268
-41,186
-97% -$7.15M 0.02% 460
2024
Q2
$7.38M Buy
42,454
+2,617
+7% +$455K 0.17% 126
2024
Q1
$5.42M Buy
+39,837
New +$5.42M 0.13% 156