Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
3,644
+12
+0.3% +$3.81K 0.36% 18
2025
Q1
$941K Buy
3,632
+1,022
+39% +$265K 0.33% 19
2024
Q4
$1.05M Buy
+2,610
New +$1.05M 0.37% 17
2022
Q2
Sell
-591
Closed -$212K 29
2022
Q1
$212K Hold
591
0.15% 26
2021
Q4
$208K Buy
+591
New +$208K 0.12% 32