Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
28,820
+7,101
+33% +$312K 0.02% 549
2025
Q1
$744K Buy
21,719
+12,559
+137% +$430K 0.02% 665
2024
Q4
$334K Buy
+9,160
New +$334K 0.01% 914
2023
Q1
Sell
-10,108
Closed -$182K 1007
2022
Q4
$182K Buy
+10,108
New +$182K 0.01% 839