Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$710K Buy
4,124
+2,583
+168% +$445K 0.02% 798
2025
Q1
$272K Buy
+1,541
New +$272K 0.01% 1018
2023
Q2
Sell
-2,086
Closed -$296K 816
2023
Q1
$296K Buy
+2,086
New +$296K 0.02% 606