Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
2,608
+225
+9% +$87K 0.13% 138
2025
Q1
$914K Buy
2,383
+625
+36% +$240K 0.13% 154
2024
Q4
$782K Buy
+1,758
New +$782K 0.11% 159