Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.81M Buy
16,276
+1,103
+7% +$394K 0.07% 245
2025
Q1
$4.12M Buy
15,173
+1,560
+11% +$424K 0.06% 286
2024
Q4
$4.52M Buy
13,613
+3,442
+34% +$1.14M 0.06% 273
2024
Q3
$3.37M Buy
+10,171
New +$3.37M 0.05% 334
2020
Q3
Sell
-90
Closed -$8K 360
2020
Q2
$8K Hold
90
0.01% 306
2020
Q1
$7K Buy
+90
New +$7K 0.01% 300