Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.6M Buy
3,416
+218
+7% +$102K 0.13% 152
2025
Q1
$1.49M Buy
3,198
+2,216
+226% +$1.03M 0.14% 147
2024
Q4
$411K Sell
982
-83
-8% -$34.8K 0.04% 256
2024
Q3
$508K Buy
1,065
+157
+17% +$74.9K 0.06% 232
2024
Q2
$398K Buy
908
+124
+16% +$54.4K 0.05% 251
2024
Q1
$364K Sell
784
-288
-27% -$134K 0.05% 260
2023
Q4
$440K Buy
+1,072
New +$440K 0.07% 229