Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.25M Buy
12,418
+5,644
+83% +$1.02M 0.73% 5
2025
Q1
$1.17M Buy
+6,774
New +$1.17M 0.47% 40
2024
Q4
Sell
-6,583
Closed -$1.13M 422
2024
Q3
$1.13M Buy
+6,583
New +$1.13M 0.34% 104
2023
Q4
Sell
-1,500
Closed -$222K 635
2023
Q3
$222K Sell
1,500
-349
-19% -$51.6K 0.08% 364
2023
Q2
$299K Buy
+1,849
New +$299K 0.37% 113