Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
11,403
+668
+6% +$62.3K 0.15% 94
2025
Q1
$782K Sell
10,735
-4,700
-30% -$342K 0.1% 103
2024
Q4
$931K Buy
15,435
+11,201
+265% +$676K 0.19% 63
2024
Q3
$318K Buy
+4,234
New +$318K 0.07% 71