Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$688K Hold
14,300
0.06% 215
2025
Q1
$694K Hold
14,300
0.05% 236
2024
Q4
$698K Hold
14,300
0.05% 220
2024
Q3
$888K Buy
14,300
+10,000
+233% +$621K 0.09% 144
2024
Q2
$245K Buy
+4,300
New +$245K 0.03% 208
2022
Q1
Sell
-8,968
Closed -$483K 167
2021
Q4
$483K Buy
+8,968
New +$483K 0.03% 159