Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.54M Buy
17,963
+2,391
+15% +$338K 0.04% 469
2025
Q1
$1.66M Sell
15,572
-2,100
-12% -$224K 0.03% 563
2024
Q4
$2.18M Buy
17,672
+978
+6% +$121K 0.04% 472
2024
Q3
$2.73M Hold
16,694
0.06% 369
2024
Q2
$2.73M Buy
16,694
+4,666
+39% +$763K 0.06% 369
2024
Q1
$1.5M Buy
12,028
+10,260
+580% +$1.28M 0.03% 546
2023
Q4
$133K Buy
+1,768
New +$133K ﹤0.01% 1477