Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
5,573
+1,838
+49% +$442K 0.01% 850
2025
Q1
$825K Buy
3,735
+345
+10% +$76.2K 0.01% 900
2024
Q4
$690K Buy
3,390
+1,720
+103% +$350K 0.01% 922
2024
Q3
$406K Buy
+1,670
New +$406K 0.01% 957