Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$426K Buy
11,823
+3,800
+47% +$137K 0.1% 359
2025
Q1
$295K Buy
+8,023
New +$295K 0.09% 385
2023
Q2
Sell
-14,448
Closed -$488K 479
2023
Q1
$488K Buy
+14,448
New +$488K 0.16% 247