Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
1,678
+832
+98% +$667K 0.06% 109
2025
Q1
$561K Buy
846
+514
+155% +$341K 0.03% 153
2024
Q4
$230K Buy
+332
New +$230K 0.01% 247