Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$981K Buy
6,227
+4,819
+342% +$759K 0.03% 406
2025
Q1
$248K Sell
1,408
-397
-22% -$70K 0.02% 475
2024
Q4
$355K Buy
+1,805
New +$355K 0.02% 444