Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$684K Buy
21,804
+179
+0.8% +$5.61K 0.1% 325
2025
Q1
$826K Buy
21,625
+14,240
+193% +$544K 0.17% 223
2024
Q4
$324K Buy
+7,385
New +$324K 0.1% 319
2022
Q1
Sell
-4,810
Closed -$381K 421
2021
Q4
$381K Buy
+4,810
New +$381K 0.3% 153