Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$929K Buy
184,673
+2,809
+2% +$14.1K ﹤0.01% 541
2025
Q1
$824K Buy
181,864
+159,742
+722% +$724K ﹤0.01% 544
2024
Q4
$104K Buy
+22,122
New +$104K ﹤0.01% 818
2023
Q3
Sell
-30,560
Closed -$105K 790
2023
Q2
$105K Buy
+30,560
New +$105K ﹤0.01% 749