Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$814K Buy
26,328
+11,426
+77% +$353K 0.06% 139
2024
Q4
$408K Buy
14,902
+2,388
+19% +$65.3K 0.03% 213
2024
Q3
$379K Buy
+12,514
New +$379K 0.03% 225