Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.5M Buy
10,525
+1,841
+21% +$262K 0.02% 605
2025
Q1
$1.33M Buy
+8,684
New +$1.33M 0.02% 616
2024
Q1
Sell
-19,740
Closed -$2.07M 1350
2023
Q4
$2.07M Buy
19,740
+6,634
+51% +$695K 0.05% 370
2023
Q3
$1.24M Buy
+13,106
New +$1.24M 0.04% 451