Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Buy
7,035
+1,510
+27% +$244K 0.16% 102
2025
Q1
$590K Buy
5,525
+965
+21% +$103K 0.1% 139
2024
Q4
$563K Sell
4,560
-378
-8% -$46.6K 0.09% 142
2024
Q3
$706K Buy
4,938
+2,273
+85% +$325K 0.11% 134
2024
Q2
$436K Buy
+2,665
New +$436K 0.06% 236