Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Buy
10,430
+1,382
+15% +$46.4K 0.01% 944
2025
Q1
$326K Buy
9,048
+1,209
+15% +$43.6K 0.01% 913
2024
Q4
$254K Buy
+7,839
New +$254K 0.01% 982
2022
Q2
Sell
-7,315
Closed -$209K 774
2022
Q1
$209K Buy
+7,315
New +$209K 0.01% 697