Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$598K Buy
2,064
+678
+49% +$196K 0.67% 43
2025
Q1
$419K Buy
1,386
+388
+39% +$117K 0.43% 54
2024
Q4
$276K Buy
998
+140
+16% +$38.7K 0.28% 68
2024
Q3
$247K Buy
+858
New +$247K 0.24% 73