Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$644K Buy
4,430
+590
+15% +$85.8K 0.5% 52
2025
Q1
$672K Buy
3,840
+2,813
+274% +$492K 0.61% 43
2024
Q4
$215K Buy
+1,027
New +$215K 0.2% 60