Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.59M Buy
13,210
+7,585
+135% +$914K 0.07% 426
2025
Q1
$655K Buy
5,625
+3,729
+197% +$434K 0.03% 828
2024
Q4
$227K Buy
+1,896
New +$227K 0.02% 1447
2024
Q3
Sell
-6,456
Closed -$610K 2219
2024
Q2
$610K Buy
6,456
+4,260
+194% +$402K 0.05% 561
2024
Q1
$243K Buy
+2,196
New +$243K 0.03% 1021