Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$773K Buy
4,890
+178
+4% +$28.1K 0.04% 105
2025
Q1
$511K Buy
4,712
+1,889
+67% +$205K 0.03% 117
2024
Q4
$379K Buy
2,823
+643
+29% +$86.3K 0.02% 125
2024
Q3
$265K Buy
+2,180
New +$265K 0.02% 140
2023
Q4
Sell
-10,780
Closed -$469K 161
2023
Q3
$469K Buy
+10,780
New +$469K 0.04% 110