Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$881K Buy
5,586
+3,538
+173% +$558K 0.19% 177
2025
Q1
$276K Buy
2,048
+131
+7% +$17.7K 0.14% 238
2024
Q4
$276K Buy
+1,917
New +$276K 0.21% 194
2024
Q3
Sell
-5,327
Closed -$777K 360
2024
Q2
$777K Buy
+5,327
New +$777K 0.58% 55
2023
Q2
Sell
-9,403
Closed -$866K 233
2023
Q1
$866K Buy
+9,403
New +$866K 1.1% 22