Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$919K Buy
51,439
+17,307
+51% +$309K 0.05% 430
2025
Q1
$612K Hold
34,132
0.04% 488
2024
Q4
$542K Buy
34,132
+5,964
+21% +$94.7K 0.05% 467
2024
Q3
$481K Buy
+28,168
New +$481K 0.04% 514
2023
Q2
Sell
-13,793
Closed -$154K 557
2023
Q1
$154K Sell
13,793
-10,354
-43% -$116K 0.02% 514
2022
Q4
$377K Buy
+24,147
New +$377K 0.06% 441