Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Buy
8,017
+2,643
+49% +$456K 0.07% 254
2025
Q1
$1.19M Buy
5,374
+4,257
+381% +$940K 0.07% 255
2024
Q4
$229K Buy
+1,117
New +$229K 0.01% 705
2022
Q3
Sell
-2,281
Closed -$203K 410
2022
Q2
$203K Buy
+2,281
New +$203K 0.03% 357