Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Buy
7,290
+3,032
+71% +$536K 0.43% 34
2025
Q1
$473K Buy
+4,258
New +$473K 0.19% 78
2024
Q4
Sell
-1,970
Closed -$288K 118
2024
Q3
$288K Buy
+1,970
New +$288K 0.12% 96