Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.15M Buy
13,639
+6,704
+97% +$1.06M 0.43% 46
2025
Q1
$752K Buy
6,935
+3,655
+111% +$396K 0.21% 77
2024
Q4
$440K Buy
3,280
+280
+9% +$37.6K 0.12% 104
2024
Q3
$364K Sell
3,000
-100
-3% -$12.1K 0.11% 109
2024
Q2
$383K Hold
3,100
0.12% 107
2024
Q1
$280K Buy
+3,100
New +$280K 0.09% 126