Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$671K Buy
22,923
+5,527
+32% +$162K 0.08% 254
2025
Q1
$497K Buy
17,396
+3,317
+24% +$94.8K 0.06% 290
2024
Q4
$454K Buy
+14,079
New +$454K 0.05% 358
2024
Q2
Sell
-219
Closed -$6.36K 1658
2024
Q1
$6.36K Buy
+219
New +$6.36K ﹤0.01% 1077
2023
Q4
Sell
-1,356
Closed -$34.7K 1333
2023
Q3
$34.7K Buy
+1,356
New +$34.7K 0.02% 502