Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.71M Buy
274,702
+220,079
+403% +$2.97M 0.09% 330
2025
Q1
$796K Buy
+54,623
New +$796K 0.05% 501
2024
Q1
Sell
-32,912
Closed -$626K 1352
2023
Q4
$626K Buy
+32,912
New +$626K 0.06% 491
2023
Q2
Sell
-10,884
Closed -$230K 1255
2023
Q1
$230K Buy
+10,884
New +$230K 0.03% 894