Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$378K Buy
3,272
+1,035
+46% +$119K 0.04% 757
2025
Q1
$260K Buy
+2,237
New +$260K 0.03% 854
2024
Q4
Sell
-5
Closed -$515 1846
2024
Q3
$515 Sell
5
-5,324
-100% -$548K ﹤0.01% 1720
2024
Q2
$496K Buy
+5,329
New +$496K 0.07% 451