Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
12,811
+3,297
+35% +$308K 0.48% 49
2025
Q1
$693K Buy
9,514
+299
+3% +$21.8K 0.33% 55
2024
Q4
$556K Sell
9,215
-3,393
-27% -$205K 0.26% 58
2024
Q3
$948K Buy
12,608
+8,669
+220% +$652K 0.45% 45
2024
Q2
$286K Buy
+3,939
New +$286K 0.15% 74