Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.68M Buy
334,441
+146,645
+78% +$2.05M 0.39% 63
2025
Q1
$1.75M Hold
187,796
0.16% 122
2024
Q4
$1.44M Buy
187,796
+123,438
+192% +$946K 0.12% 146
2024
Q3
$304K Buy
+64,358
New +$304K 0.03% 294