Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.62M Buy
74,282
+13,272
+22% +$290K 0.61% 32
2025
Q1
$1.2M Buy
61,010
+36,807
+152% +$721K 0.55% 45
2024
Q4
$379K Buy
+24,203
New +$379K 0.16% 103
2024
Q2
Sell
-23,153
Closed -$382K 78
2024
Q1
$382K Buy
23,153
+2,837
+14% +$46.8K 0.13% 91
2023
Q4
$305K Buy
+20,316
New +$305K 0.05% 99