Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$936K Buy
31,269
+636
+2% +$19K 0.18% 94
2025
Q1
$1.04M Buy
30,633
+4,203
+16% +$142K 0.22% 81
2024
Q4
$781K Buy
+26,430
New +$781K 0.17% 94
2021
Q2
Sell
-100
Closed -$2K 136
2021
Q1
$2K Buy
+100
New +$2K ﹤0.01% 322