Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.03M Buy
6,672
+1,492
+29% +$454K 0.03% 59
2025
Q1
$1.39M Buy
5,180
+787
+18% +$211K 0.02% 74
2024
Q4
$1.08M Buy
4,393
+2,075
+90% +$511K 0.02% 78
2024
Q3
$531K Buy
+2,318
New +$531K 0.01% 85