Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$702K Buy
2,209
+722
+49% +$229K 0.05% 101
2025
Q1
$385K Buy
1,487
+768
+107% +$199K 0.03% 123
2024
Q4
$290K Buy
+719
New +$290K 0.03% 141