Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$840K Buy
15,825
+3,115
+25% +$165K 0.04% 186
2025
Q1
$611K Buy
12,710
+1,637
+15% +$78.7K 0.03% 202
2024
Q4
$579K Buy
11,073
+2,808
+34% +$147K 0.03% 202
2024
Q3
$449K Buy
+8,265
New +$449K 0.02% 193