Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.54M Buy
14,806
+7,355
+99% +$4.24M 4.57% 7
2025
Q1
$4.21M Buy
7,451
+6,168
+481% +$3.49M 2.26% 14
2024
Q4
$770K Buy
1,283
+922
+255% +$553K 0.41% 29
2024
Q3
$210K Buy
+361
New +$210K 0.13% 44