Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$670K Hold
4,140
0.23% 73
2025
Q1
$442K Buy
4,140
+2,165
+110% +$231K 0.19% 78
2024
Q4
$244K Hold
1,975
0.1% 103
2024
Q3
$282K Buy
1,975
+291
+17% +$41.6K 0.12% 94
2024
Q2
$276K Buy
+1,684
New +$276K 0.12% 95