Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
36,220
+5,700
+19% +$166K 0.02% 493
2025
Q1
$743K Hold
30,520
0.01% 540
2024
Q4
$656K Buy
+30,520
New +$656K 0.01% 551