Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Buy
+34,369
New +$1.56M 0.04% 574
2024
Q1
Sell
-9,468
Closed -$425K 1030
2023
Q4
$425K Buy
+9,468
New +$425K 0.03% 648