Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$540K Hold
4,406
0.05% 132
2025
Q1
$402K Buy
4,406
+944
+27% +$86K 0.05% 134
2024
Q4
$399K Buy
3,462
+1,636
+90% +$189K 0.04% 135
2024
Q3
$216K Buy
+1,826
New +$216K 0.02% 163