Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.14M Buy
7,036
+2,492
+55% +$758K 0.02% 495
2025
Q1
$1.22M Buy
4,544
+1,886
+71% +$506K 0.02% 586
2024
Q4
$654K Buy
+2,658
New +$654K 0.01% 627
2024
Q2
Sell
-1,168
Closed -$214K 940
2024
Q1
$214K Buy
+1,168
New +$214K 0.01% 800