Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
3,005
+2,037
+210% +$715K 0.03% 387
2025
Q1
$306K Sell
968
-808
-45% -$256K 0.02% 421
2024
Q4
$599K Buy
+1,776
New +$599K 0.04% 337